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In a conversation with Onramp Invest CEO Tyrone Ross at the Bitcoin for Advisors conference, Kitces explains his skepticism towards the asset class.
October 13
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The higher number of brokers in two of the megabank’s largest business segments reeled in higher client assets based on equity values and inflows.
October 13
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Tobias Salinger is Financial Planning's chief correspondent, with more than a decade of experience covering wealth management, regulation and the business of financial advice. He specializes in investigations and enterprise reporting on advisory firm strategy, regulation, conflicts of interest, and diversity and equality across the industry.
Tobias has been recognized for his investigations and original reporting on the conflicts of interest that affect wealth management firms, as well as systemic racism in finance, winning more than a dozen honors, including the Jesse H. Neal, Azbees, SABEW Best in Business and Folio Eddie awards.
His award-winning coverage includes:
Building Black Wealth in St. Louis The wealth management industry's $1T conflict of interest A black eye for FINRA? Brokers with checkered histories cast doubt on enforcement efforts Access denied: Systemic racism in financial services From sealed transcripts, the inside saga of LPL Financial's largest termination ever
Before Financial Planning, Tobias reported for the New York Daily News, Commercial Observer and City Limits. He holds a master's degree from the Craig Newmark Graduate School of Journalism at the City University of New York (2013) and is an alumnus of the Fellowship at Auschwitz for the Study of Professional Ethics, an international program focused on how the lessons of history inform professional ethics today in journalism and many other fields.
Born and raised in Kansas City, Missouri, now based in Chicago, Tobias is an avid softball player, a novice bird watcher and reader of contemporary fiction.
Connect
with Tobias on LinkedIn or reach him at:tobias.salinger@arizent.com .October 13
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It will operate with central staff at the group level coordinating with teams within UBS’s wealth, asset, investment bank and Swiss units.
October 13
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Teresa Carroll is the vice president of PEO (Professional Employer Organization) at Paychex and the president of Oasis, by Paychex HR.
October 13
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Matt Harmon has served as the senior vice president of claims for The MEMIC Group since 2015. In this role, he is responsible for all claim-related activities for MEMIC across 40+ jurisdictions. Matt brings more than 25 years of workers’ compensation claims experience to his position. Matt began his insurance career in 1994 after graduating from the University of Maine with a degree in Business Administration. Active in his community, Matt currently serves on the board of directors for the American Red Cross of Southern Maine and Boots2Roots. He is a 2019 graduate of Maine Development Foundation’s Leadership Maine program, and is a current MBA candidate at the University of Maine.
October 13
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The widely expected bump in benefits won’t alter the program’s fiscal sustainability.
October 13
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Modern economic growth in the U.S. is dependent on credit creation — which has perpetuated a cycle of suppressed yields and inflated asset prices. While credit creation has been accelerating away from GDP growth for the last 15 years with no signs of stopping, retirement investors are left in the intractable situation of watching the value of their savings erode. What can be done?
October 13
Build Asset Management -
Teams managing $7.5 billion in client assets flocked to Financial Advocates through referrals from other reps who had previously moved to the firm.
October 13
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