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The fintech plans to build out cash, checking, insurance and mortgage products.
October 16
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The advisors are reuniting with a former Smith Barney colleague in one of the firm’s largest hires of the year.
October 16
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Some cash-strapped clients with high medical costs could really benefit from making this move.
October 16
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Andrew Prather, CPA, is a shareholder at
Clark Nuber who works in the firm’s not-for-profit service and auditing practice groups.
October 16
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Firms' legal brawls with departing advisors don’t exactly enhance their stature among clients. But there's reason to think this may become a thing of the past, writes recruiter Mark Elzweig.
October 16
Mark Elzweig Co. -
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Jane Fraser, President of Citigroup and CEO of Global Consumer Bank, shares her thoughts on becoming the firm’s next CEO, expresses her gratitude for the outpouring of support she’s received, and pays homage to all the women who have paved the path before her.
October 16
