New York Attorney General Eliot Spitzer and the
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AdvicePay has appointed Kelsey Lewis as president, overseeing the growth strategy for one of the top payment processing platforms for advisors.
2h ago -
The disturbing nature of the claims and puzzling sequence of events add a fraught layer to what was already going to be a challenging CEO handoff from the founder.
4h ago -
Sixteen advisors argue the megabank owes them more than $270 million over false promises they were made when being recruited.
May 7 -
Social Security is still drifting toward insolvency, according to the program's board of trustees. Here's how to reassure worried retirement savers.
May 7 -
Executives at the Zurich-based bank say $27B in net new assets for the first quarter put the firm well on its way to its wealth management goals.
May 7 -
An M&A deal brings a fourth office location to the ambitious firm launched in 2019 by Jason Ray and Chelsea Ransom-Cooper.
May 7