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The co-founder of Edelman Financial Services will now dedicate his energy to his recently launched RIA Digital Assets Council.
June 8
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Some lawmakers have slammed legislatures for kicking their own residents while they’re down.
June 8
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Cardea Capital signs up for the technology just weeks after a rival attacked the fintech’s methodology and levied accusations of racism.
June 8
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Even with a 15-year window to pay taxes, a near-doubling of the capital gains rate and the elimination of the step-up in basis loophole will make a sale expensive.
June 8
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It’s unclear whether the independent firm will retain any broker-dealer or RIA affiliation with Raymond James.
June 7
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The trio of advisors leaving Commonwealth for the regional firm are its largest “reverse breakaways” ever.
June 7
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Bob Doll, LPL, Advisor Group, Cetera, Northwestern Mutual, Thrivent, Commonwealth Financial, RIA in a Box and other news from around the industry.
June 4
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Concurrent is catering to breakaway teams assessing their options after back-office frustrations during the coronavirus, co-founder Mike Hlavek says.
June 3
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The private equity-backed wealth and 401(k) manager drew away an ex-Hightower team as part of its surging growth in the past year.
June 3
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Four advisors launched a program for RIAs this summer with industry-changing potential.
June 2
