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Ina Schwarzenberg is the SVP of people & organization and the head of business development, HR solutions, at Better Decisions Group.
May 9
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Representatives of the industry argue the changes would fall particularly hard on planners who are authorized to make trades on behalf of clients.
May 9
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The firm picked up net gains in its ranks of brokers after two years of declines — which also helped it add more than $32 billion in net new assets in the first quarter.
May 9
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CEO Michael Tiedemann explains why the family office and asset management firm took a different path in an increasingly privately held industry.
May 9
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Nathan Wallace is a founding principal wealth manager at Savvy Wealth, a digital-first platform for financial advisors that's centered on modernizing human financial advice.
May 9
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Riskalyze CEO Aaron Klein said rebranding the firm he co-founded in 2011 was like renaming a child, but necessary to reflect what the organization has become.
May 9
