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With $440 million in capital, the alternative investing company plans to expand internationally and make more acquisitions.
July 28
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New reports indicate 497 high-income taxpayers had over $150 million in their individual retirement accounts, and nearly 25,000 taxpayers had aggregate IRA account balances of $5 million or more.
July 28
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The Robertson Stephens financial advisor discussed how marriages and relationships are changing during the coronavirus.
July 28
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A Senate hearing highlighted the two parties' starkly different views of digital assets, with Democrats warning of price manipulation and Republicans saying the government should just get out of the way.
July 27![Wyoming Republican Cynthia Lummis, left, said at a Senate hearing that a “publicly available ledger” makes it hard for criminals to use virtual currencies anonymously. Sen. Elizabeth Warren, D-Mass., said, “All the warning signs [about cryptocurrencies] are flashing.”](https://arizent.brightspotcdn.com/dims4/default/3f6e76c/2147483647/strip/true/crop/1400x788+0+13/resize/1280x720!/quality/90/?url=https%3A%2F%2Fsource-media-brightspot.s3.us-east-1.amazonaws.com%2F2a%2F78%2Fa8d1ec554e77a78bce270cf621ca%2Flinkedin-post-3.jpg)
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CEO Jim Cracchiolo acknowledged that the firm attracted fewer experienced reps in the second quarter, even as its headcount ticked up by 2%.
July 27
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The study, conducted between January and March 2021, contains self-reported data from firms that custody their assets with Schwab Advisor Services or TD Ameritrade.
July 27
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In a session at the industry trade group’s conference, planner Lazetta Rainey Braxton connected racial and financial literacy.
July 27
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The firm made several other changes to its executive leadership, including a new chief marketing officer.
July 27
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The trade group’s continued support comes with caveats as advocates for a stronger rule express hope that the Biden administration will change the 2019 regulation.
July 27
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The number of registered investment advisors in the Sunshine State is up 27% over the last 5 years.
July 27
![Wyoming Republican Cynthia Lummis, left, said at a Senate hearing that a “publicly available ledger” makes it hard for criminals to use virtual currencies anonymously. Sen. Elizabeth Warren, D-Mass., said, “All the warning signs [about cryptocurrencies] are flashing.”](https://arizent.brightspotcdn.com/dims4/default/5d640e7/2147483647/strip/true/crop/1400x788+0+13/resize/1440x810!/format/webp/quality/90/?url=https%3A%2F%2Fsource-media-brightspot.s3.us-east-1.amazonaws.com%2F2a%2F78%2Fa8d1ec554e77a78bce270cf621ca%2Flinkedin-post-3.jpg)
