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The founding partners of the 300-advisor OSJ will remain in their current roles for three years under the same structure as before the deal.January 13
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Nearly three decades after launching their practice, the two founders say they’re looking forward to spending more time with clients.January 13
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The California company, which focuses on technology companies and entrepreneurs, will make a big push into wealth management as part of the proposed acquisition.January 4
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Foresight is key — today's “overqualified” hire could be tomorrow's "capable choice for a promotion."December 7
Co-Founder and PresidentOne Seven
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As some firms closed their doors, the regional BD saw a selling point for new recruits and existing FAs in a different approach.November 23
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Several companies said this week they’re slashing expenses as the economy limps along. Others would prefer to keep investing in new technologies to better gauge which changes in consumer behavior will stick.September 16
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The company's outgoing CFO discussed ways the asset cap is stunting growth, but provided no updates at an industry conference on when the restriction might be lifted or the types of jobs it will cut.September 15
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Funds focused on the sector lost more than $2.4 billion in August, the most since 2016.September 2
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It could be a “better together” scenario for retiring sellers and under-55 advisors alikSeptember 2
CEOSignature Wealth Group
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Regulators will conduct surveys and sweep exams to assess how your firm’s BCP handled — or didn’t — the COVID-19 pandemicAugust 31
