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Whitnell & Co. changed hands in a deal with a regional bank that also struck a strategic partnership with the wealth manager.
January 11 -
The flood follows a strong Democratic showing in last week’s runoff elections in Georgia, which tipped the Senate’s control to President-elect Biden’s party.
January 11 -
Instead of leading your team with the mantra "Never let them see you sweat," consider a more honest, real approach.
January 11
2050 Wealth Partners -
While many condemned the violence, few firms have cut financial support to elected officials who have backed Trump’s baseless claims of election fraud.
January 11 -
Alex Ellwood is vice president of merchant advocacy at CMSPI, a global leader in retail payments consulting.
January 11 -
Chris Hughes is a Bloomberg Opinion columnist covering deals. He previously worked for Reuters Breakingviews, as well as the Financial Times and the Independent newspaper.
January 11 -
Priya D. Bajoria is senior vice president of financial services at Publicis Sapient. She has extensive experience in industry transformation, utilizing digital technologies and innovation with a background in consulting and investment banking.
January 8 -
The move is about “expanding access to high quality growth investing to non-accredited investors,” says Upholdings CEO Robert Cantwell.
January 8 -
Firms will up their tech investments and continue rewards and punishments designed to shape advisor behavior, says recruiter Mark Elzweig.
January 8
Mark Elzweig Co. -







