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James Gorman will help lead the search for a new Disney CEO to be appointed in 2026.
October 21
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In court response, LPL warns victory for Ameriprise would "chill" advisors' ability to move from one independent broker-dealer to another.
October 18
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Independent advisors will not be 'left behind' for refusing to adopt AI, argue tech-forward leaders and XYPN co-founders Michael Kitces and Alan Moore.
October 16
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Even as the firm puts pressure on lower-end advisors, it's making it easier for its top wealth managers to earn growth rewards.
October 16
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Prenuptial agreements can protect not only the divorcing party but also their parents, children and estate plans.
October 16
Davis Malm -
The largest deal ever for the private equity-backed, fee-only RIA will send it to new heights across 23 offices and 750 financial advisors and other employees.
October 16
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Top tech developers from TIFIN's Sage, Alai Studios, StockSnips and more talked about how they're removing issues like bias and hallucinations from their AI tools for advisors, during Financial Planning's ADVISE AI conference.
October 15
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Jane Fraser and other Citi execs point to the wealth unit's 9% bump in revenue and 24% increase in investment assets as signs that the firm's recent overhaul is working.
October 15
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Osaic launches professional development initiative after a six-month pilot period.
October 15
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Merrill and Bank of America Private Bank report starting 5,500 new client relationships in the third quarter, more than a third of which came through recent graduates of its training program.
October 15
