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Maria Navolykina is an SEO and content marketing specialist at X-Cart and Seller Labs. She has been creating and planning content for more than five years, focusing on e-commerce business challenges and Amazon seller needs. Before entering the e-commerce space, she gained copywriting experience performing content marketing and search engine optimization as a freelance writer. 

Despite an earnings miss, the regional wealth firm said it was well-positioned to grow and retain customer cash, and made a pitch for advisors at less stable firms to hop aboard.

Randall Kiefner's arrest on 21 counts comes amid an ongoing fight over payments from a previous FINRA arbitration award

CEO Jamie Price pledged that the consolidation would not prompt "a repapering event" and the firm will work to make the transition as easy as possible.

Treating the financial plan as an end product instead of a first chapter can impede portfolio performance and erode trust.

Patrick Hynes is the Vice President, Business Development and Head of Field Sales for Prudential Advisors, leading strategy for a group that includes approximately 3,000 financial professionals, fee-based financial planners and field managers nationwide.

The firm also sees additional recruiting opportunities at banks and other financial institutions after attracting Comerica Bank's wealth program last month.

Josh Malancuk, CPA, CMI is president of JM Tax Advocates, a service organization that advocates for property tax reductions and maximum level incentives for Midwest manufacturers. He brings 28 years of specialized knowledge and experience to his clients. JM Tax Advocates currently serves on the Iowa Association of Business and Industry's tax committee and provides input and collaborates on tax legislation. He can be contacted directly at joshua@jmtaxadvocates.com or at (317) 674-8390 x100.

At EncorEstate Plans, Matt Pistone will lead the tech strategy for fintech that develops estate planning software for financial advisors.

No one knows how firms should leverage the budding metaverse. If someone suggests otherwise, their confidence is likely virtual.