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The Colony Group and XML Financial Group are set to bring on an RIA and a wealth management practice, respectively, in the third quarter of 2021. Focus also announced that Sonora Investment Management will join as a partner firm.
July 8
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The company received $15 million to build out a platform connecting clients to financial planning, investment management and tax professionals.
July 6
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The regulator’s annual industry snapshot and financial report offer a nuanced picture of wealth management’s most significant dividing line.
July 6
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Bradley Bruce, a 30-year veteran, brings the 8th Texas group the firm has added.
July 2
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The two announcements hours apart came after at least 33 firms with $1 billion or more in client assets changed hands in the first quarter.
July 1
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Andrew Tasnady shares insights from FP’s annual pay survey and how he expects the grids to shift in the future.
June 30
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The wealth management firm has about $240 million assets under management and 220 clients.
June 29
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Here's what you missed in wealth management.
June 26
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House Democrats in high-tax New York, New Jersey, enlist help from firefighters, teachers and other union members to repeal the $10,000 SALT cap on deducting state and local taxes, including property taxes.
June 24 -
The ultra-rich have direct access to asset classes, including private markets and Bitcoin, that other investors, including mass affluent ones, don't.
June 24
