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The hybrid digital firm has now raised over $255 million and aims to further expansion plans and add more advisor hires, according to CEO Jay Shah.
February 5
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Firms who resist or fail to understand advisors’ needs will lose the game, according to a panel of executives.
February 5
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Professionals from family offices, investment managers, estate planners, art advisors and other disciplines describe mistakes they’ve seen.
February 5
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Raymond James's culture and "access to leadership" were among motivators advisors cited for their moves.
February 4
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Planners share their favorite out-of-left-field appeals for advice.
February 4
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Tradition, trust and Google all factor into the choice.
February 4
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At Pimco, the fixed-income giant he co-founded, Bill Gross racked up one of the longest winning streaks of any money manager.
February 4
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The team joined AdvicePeriod, which has more than two dozen advisors and $2.2 billion in AUM.
February 4
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State regulators and state legislature are stepping in to propose initiatives to protect consumers against salespeople wrapped in fiduciary clothing.
February 4
Financial Planning
