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GrowthTech Summit: Tech-Driven Growth Strategies for the Modern Advisor

Nov 22, 2024

SEC Chair Gary Gensler to Depart on Trump’s Inauguration Day

Nov 21, 2024

Wells Fargo’s Head of Advisor Recruiting Exits

Nov 21, 2024

Former Wells Fargo Advisor Pleads Guilty to Stealing $3M+ from Clients

Nov 21, 2024

$600M Montana RIA Moves Custody to SEI From Schwab

Nov 21, 2024

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Scenes from the 10th Annual WealthManagement.com Industry Awards

Sep 09, 2024

Fifteen of the Best Investment Books of All Time

Oct 16, 2023

How Well Do You Remember 2019?

Jan 03, 2023

The 20 Most Future-Ready Large Cities in the U.S.

Oct 24, 2023

Dan Whateley

Intern, WealthManagement.com

Dan Whateley is journalism graduate student at the Craig Newmark Graduate School of Journalism at CUNY.

Dan’s Recent activity

Most Advisors Aren't Satisfied With Their Current Firms

May 02, 2019

Only two out of every five financial advisors said they were satisfied with their workplace, according to a new study by Fidelity Clearing & Custody Solutions.

Aperture CEO Launches Initiative to Support Immigrants and Refugees

May 02, 2019

Peter Kraus is putting his foundation's dollars behind a new initiative for immigrant and refugee justice.

MML Investors Services Adds New Investment Options for HNW Clients

May 01, 2019

MML Investors Services will partner with Brinker Capital Wealth Advisory to offer more investment options for wealthy clients.

Carson Wealth Adds Latest Team Under New Equity Deal With $575 Million Indiana Practice

May 01, 2019

Carson Wealth moves into Indiana with the addition of Spectrum Management Group, the fifth team to join this year with over $500 million in assets.

Two Bidders Are Vying for Advisor Group

Apr 25, 2019

Two bidders—encompassing four private equity firms—are submitting final bids Friday to buy Lightyear’s Advisor Group for $2.2 to $2.7 billion.

CLS Investments Launches Five New Direct Indexed Strategies

Apr 25, 2019

CLS is launching direct indexing to provide tax-loss harvesting opportunities for advisors using FTJ FundChoice.

Wealth Management Drives Ameriprise Financial in Q1

Apr 25, 2019

More than half of Ameriprise Financial’s pretax adjusted operating earnings came from its Advice and Wealth Management unit.

Three Investment Managers Named in the Mueller Report

Apr 18, 2019

Three of the 171 individuals named in special counsel Robert S. Mueller III's report have backgrounds in investment management.

Advisor Charged in Medical Marijuana Scheme

Apr 17, 2019

Investors allegedly lost $8 million in assets from a failed medical marijuana venture linked to a Massachusetts-based advisor.

Wealth Management and YCharts Launch New Partnership

Apr 11, 2019

WealthManagement.com is partnering with YCharts to enhance markets research and site visuals.

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