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On Monday, Marc Turansky began as head of investment advisory, a newly created role at Citi, which continues its quest to become the largest wealth manager in the world.
January 6 -
The fast-moving RIA aggregator has been undergoing an internal reorganization since 2023 in a bid to consolidate the many firms it has scooped up over the years.
January 6 -
Robert Daly was part of a star team that left Morgan Stanley in 2023 to join First Republic and has since been barred from the industry.
January 6 -
Wealthy clients and other accredited investors should consider drilling deductions, opportunity zones and 1031 exchanges in 2025, an expert says.
January 6 -
Focus Financial Partners also merges two of its RIAs and Captrust buys up two practices together managing nearly $2 billion.
January 3 -
The "model rule" for state regulators is meant to help clients distinguish between advisors who earn management fees and brokers who collect transaction-based commissions.
January 2 -
Like any ranking, the list from SmartAsset comes with some caveats. But these firms are catering to a lot of high net worth and ultrahigh net worth clients.
January 2 -
Getting healthy. Networking. Drawing the line on prices. Here are the ways wealth managers want to improve their practices — and their lives — in the new year.
January 1 -
A FINRA arbitration panel sided with a claimant who contended Wells and one of its advisors should have recognized telltale signs of elder fraud when their client decided to give away tens of thousands of shares of Aflac stock.
December 31 -
Kenneth Silva Ballard, an investment advisor for First Affirmative Financial Network, seeks to carefully order the "ingredients" of his tech stack so they work well together.
December 31