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From Elon Musk to Jeff Bezos, the world's wealthiest men have lost a ton of money this year. They're still wildly rich.
July 5
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David Braun is founder and CEO of
Capstone Strategic , an M&A strategic consulting firm that has successfully facilitated over $1 billion of client transactions in over 30 countries across more than 100 industries. He is the author ofSuccessful Acquisitions: A Proven Plan for Strategic Growth . He is reachable atdbraun@capstonestrategic.com and on Twitter@CapstoneStrat .July 5
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Since 2021, JPMorgan has hired at least a dozen private-banking executives from rivals and is targeting double-digit percentage growth.
July 5
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The requirement, buried in the $1 trillion infrastructure law passed last year, mirrors one for brokerages and has flown under the radar.
July 5
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Toronto-Dominion Bank, the Canadian bank that’s been expanding through acquisitions, is weighing a deal for the brokerage firm Cowen, according to people familiar with the matter.
July 1
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"It's probably the only asset class where maybe the client knows more than the advisor right now," Maxwell Lane, head of product for Flourish, said at Financial Planning's Invest conference.
July 1
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A new Accenture study shows more than 80% of advisors believe AI will soon have a “direct, measurable and consistent impact” on client-advisor relationships.
July 1
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The investment group accuses the regulator of “failing to apply consistent treatment to similar investment vehicles.”
July 1
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