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Wes Garner is president of TDECU Wealth Advisors, a division of Texas Dow Employees Credit Union
August 22
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The deal will accelerate the firm’s digital-heavy client strategy, CEO Andy Rachleff said.
August 22
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HighTower adds a nearly $1 billion RIA to its growing roster.
August 22
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Some cryptocurrency investors are receiving a new round of letters from the IRS telling them that their federal tax returns don’t match the information received from virtual currency exchanges, a new front in the agency’s burgeoning scrutiny of the industry.
August 22
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Investment banks are increasingly studying the relative positioning of funds that compete with each other to beat benchmarks.
August 22
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The firm added an experienced advisor from Wells Fargo after recruiting 72 other tenured reps in the second quarter.
August 21
