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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.
August 4
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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.
August 2
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The TAMP saw record quarterly inflows under new CEO Natalie Wolfsen, who has plans to make a splash in wealthtech M&A.
August 2
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Despite fewer incoming advisors, CEO Ron Kruszewski says the company’s pipeline is strong and extending to the independent channel.
August 2
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A roundup of this week's news includes advisors on the move, new hires and SEC enforcement.
August 2
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At least 10 senior bankers and numerous junior employees across the world’s largest wealth management market have left.
July 30
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The nation’s largest independent broker-dealer aims to boost expansion even more, and it’s not ruling out launching its own bank.
July 30
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The chairman-elect in 2022 is preparing to deal with the changes that come with a new presidential administration.
July 29
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The TAMP has also created a new chief digital officer role to oversee improvements to the firm’s technology infrastructure.
July 29
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The firm is the first service that makes it possible to gain exposure to cryptocurrency as part of a diversified portfolio with automation features.
July 29
