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Advisors with clients opting to stay in more expensive states need to be prepared to help them with those costs.
October 19 -
The team marks at least the second to opt for a smaller IBD over the nation’s largest.
October 19 -
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Perkinson is a partner at Kilpatrick Townsend and focuses his practice on employee benefits and executive compensation.
October 19 -
Stember is a partner at Kilpatrick Townsend and concentrates his practice on counseling clients on the tax and related aspects of health and welfare benefits, flexible compensation, fringe benefits, executive compensation, and qualified retirement plans.
October 19 -
The TAMP and third-party money manager for 95 advisors launched an SMA thanks to the transition.
October 19 -
In price wars wars, the firm bolts ahead in the race to zero by nearly tripling its roster of commission-free funds.
October 19 -
The company also said that its advisor ranks are growing.
October 19 -
Wolfgang Koester is the CEO and co-founder of FiREapps. He has more than 30 years of extensive experience in currency markets and working with numerous global Fortune 1000 companies and government entities. Prior to co-founding FiREapps, he served as President of GFTA Trendanalysen Inc., a quantitative currency management company. Koester has been named as one of the “100 Most Influential People in Finance” by Treasury & Risk magazine and is regularly included in Global Finance’s annual “Who’s Who in Foreign Exchange.” He is a frequent speaker at industry and academic events and his work has appeared in The Economist, The Wall Street Journal, Financial Times, Treasury & Risk and AFP Exchange among other industry publications. He is a regular commentator on CNN, CNBC, Fox Business and Bloomberg.
October 19 -
IHT Wealth Management now has $2.4 billion in client assets.
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