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The team joined AdvicePeriod, which has more than two dozen advisors and $2.2 billion in AUM.
February 4
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State regulators and state legislature are stepping in to propose initiatives to protect consumers against salespeople wrapped in fiduciary clothing.
February 4
Financial Planning -
A recent ruling by the U.S. Labor Department could open the door for automatic 401(k) transfers between employers, which means fewer workers will be tempted to cash out.
February 1
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All 83,000 CFPs certification information is now published via the same technology that underlies fast-proliferating cryptocurrencies.
February 1
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A one-for-all OneFPA Network is the best way forward for national and chapter groups alike, this advisor and former board member says.
February 1
Aspire Performance Wealth Partners -
Firms are preparing for tech advances in online fund distribution, digital advice and macro investing.
February 1
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The firm’s efforts to attract talent away from rivals boosted headcount by a net 57 advisors in 2018.
February 1
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Under the deal, private equity-backed Wealth Enhancement Group would make its 10th acquisition in the past five years.
February 1
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CEO Dan Arnold pledged new tech-enhanced support for advisors as part of a larger cultural transformation.
February 1
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Getting clients to think realistically about their post-work years is tough, but this one question quickly gets to the heart of the matter, says Trilogy Financial CEO Jeff Motske.
February 1
