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Harry Huberty is Research Director and Chief of Staff at Novarica. Prior to joining the firm, Harry worked in academic publishing at University Press of New England and in continuing legal education at Practising Law Institute. He is completing his Ph.D. in Religious Studies at Emory University. He also holds a B.A. in Religion from Dartmouth College and an M.T.S. in Religious Studies from Harvard Divinity School. He can be reached directly at hhuberty@novarica.com.
July 30
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Brenna Quinn is senior vice president and general manager for Cerner Solution Development.
July 30 -
The No. 1 IBD adapted Riskalyze to its still-evolving ClientWorks portal and added Black Diamond to its discounted vendor program.
July 30
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The forthcoming changes will build on digital investments the firm has made recently, according to an executive.
July 30
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Retirees may have gotten out of the workforce too early if they are not yet eligible to claim health coverage through Medicare.
July 30
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Stifel is expanding on the West Coast, hiring 13 recruits in California year-to-date.
July 30
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The regulator accused the four firms and the Advisor Group network of supervisory failures in sales of L-share VAs in separate but near-identical cases.
July 30
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Wealthfront factors in linked investment and retirement accounts for those who want to take a lengthy sabbatical.
July 30
