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Investing in AI, working in lockstep with sales and keeping finance execs onboard will fuel profitable growth in the long term.
October 2AvePoint -
A 3-step process can get the planner in touch with their professional and personal origin stories before mastering social media technology.
September 7Planning Alliance -
Kristin Kimmell brings decades of experience and notable success as the replacement to the former head recruiter promoted only last year.
July 14 -
The reorganization includes the addition of five managers to focus on business goals and client engagement.
July 14 -
Banks and other institutions are driving significant recruiting moves while aiming to convince more members and clients to sign up for financial advice.
July 13 -
Strategic buyers and consolidators like Captrust are driving a record pace in overall transactions and those involving sellers with at least $1 billion in AUM.
July 12 -
Michele Dillon, a 30-year veteran of wealth management, started in April
July 12 -
The company received $15 million to build out a platform connecting clients to financial planning, investment management and tax professionals.
July 6 -
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 -
Peter Mallouk’s firm made its second multi billion-dollar deal in three months after its first private equity infusion last year.
May 5