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A veteran of three decades of fee-only planning is merging into one of the largest firms as it expands in the Cincinnati market.
January 4
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Relationships, simplicity and a little hard work can go a long way.
January 3
Altruist -
The midsize wealth manager racked up millions of dollars in sales of an alternative product without adequate due diligence, according to FINRA.
January 3
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Santiago Landazuri is an employee benefits consultant and assistant VP at USI Insurance Services.
January 3
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Like their cryptocurrency cousins, non-fungible tokens are generating market interest, and tax confusion.
January 3
Wolters Kluwer Tax & Accounting -
Wall Street’s push to refill office towers across the country has been derailed again.
January 3
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Spending down savings is a challenge for many in older age
January 3
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Ramsey is the COO of Zendrive, a San Francisco-based mobility risk intelligence company on a mission to make roads safer and auto insurance fairer. A graduate of the University of California, Berkeley, Ramsey previously served as Board Advisor at the Constellation Network, Arkose Labs, and RTI Cable.
January 3
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If approved, the agreement would resolve claims over two security breaches that compromised personal information of 15 million current and former clients.
January 3
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