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Fueled remote work and worries over tax hikes, financial advisors who live in expensive cities are trimming their personal tax bills by moving to low-tax and no-tax states.

The wacky performers can teach us how to grow our businesses, writes Chip Munn.

CUNA Mutual Group’s wealth manager of 550 financial advisors will almost certainly represent the largest recruiting move in the sector next year.

For advisors, this structure can deepen relationships and help bring interaction with new populations and prospects, writes Marianne Caswell.

Here's what you missed this week in the world of financial advice, including people moves, deals, enforcement, and research.

Firms using the fintech will lose support on September 6.

Advisors John Gill and Bryan Horner were joined in the move by Mari Hurd, business practice coordinator, and Katie Bosler, senior registered client service associate.

The Boston trust bank has set up a division called State Street Digital, led by Nadine Chakar, that will help customers invest in cryptocurrencies. It will also develop blockchain and smart contract technology and the ability to tokenize assets.

Two representatives in a New Jersey office made lewd comments and created a hostile work environment, the former employee says.

The Dallas-based hybrid RIA has more than 100 reps, and, if they follow the chief’s exit, it would be the the No. 1 IBD’s largest loss since 2019.