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JPMorgan Chase said it plans to hire 300 additional Black and Latino wealth advisors by 2025 to serve more clients from those communities and allow employees from diverse backgrounds to advance in their careers.
March 26
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Linda Killinger was vice chair of the Federal Home Loan Bank of Des Moines and a partner in an international accounting firm.
March 26
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Rule 11870 permits member firms to use them rather than obtaining an affirmative authorization from the client — in certain situations.
March 26
Foreside Financial Group -
Kerry Killinger served as chairman, president and CEO of Washington Mutual Bank.
March 26
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Staffing and compensating a financial planning practice starts with the right model.
March 26
Napier Financial -
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Financial advisor Christian D’Urso spends his mornings hiking, kayaking or biking, and his afternoons running a $110 million advisory business on the water.
March 25
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The partnership sets a new standard in the industry, according to Orion president Noreen Beaman.
March 25
