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CEO Michael Farr will also become Hightower’s new chief market strategist.

The asset manager is extending the payments to all workers who can prove they’ve gotten a COVID-19 vaccine.

David LaValle, former chief executive officer of custom index provider Alerian, will drive the effort to convert the $25 billion Grayscale Bitcoin Trust into an exchange-traded fund.

Federal prosecutors alleged James K. Couture had reached an agreement to sell a home in Cape Cod before the proceeds could go toward restitution.

Eileen Cure allegedly wrote in a Skype message that she is not prejudiced but she does not want to interview Black applicants.

The COVID-19 pandemic is taking some of the blame for the low scores.

Using RMDs to pay the taxes due on a rollover can ease the psychological pain of forking over money to the IRS.

Financial advisor Alan Kodama’s team aligned with the No. 1 IBD as it reeled in $35 billion in recruited client assets in the second quarter.

The TAMP saw record quarterly inflows under new CEO Natalie Wolfsen, who has plans to make a splash in wealthtech M&A.

Despite fewer incoming advisors, CEO Ron Kruszewski says the company’s pipeline is strong and extending to the independent channel.