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Industry News & Trends
Merrill Team Jumps Ship for TruClarity-Backed IndependenceMerrill Team Jumps Ship for TruClarity-Backed Independence

Advisors Chad Goodchild and Jacob Schlicht launched a New York–based firm called Kickstand Wealth Advisors.

byAsia Martin, Reporter
Jul 7, 2021
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1 Min Read
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Recruiting
Advisor Group Nabs Kristen Kimmell From RBC to Lead RecruitingAdvisor Group Nabs Kristen Kimmell From RBC to Lead Recruiting
byAsia Martin
Jul 7, 2021
2 Min Read
IRS Commissioner Charles Rettig
Digital Assets
IRS Chief Asks Congress for Authority to Get Cryptocurrency DataIRS Chief Asks Congress for Authority to Get Cryptocurrency Data
byAllyson Versprille
Jun 8, 2021
1 Min Read
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Industry News & Trends
Wealth Enhancement Group Acquires Fourth Philly FirmWealth Enhancement Group Acquires Fourth Philly Firm
byAsia Martin
Jun 3, 2021
3 Min Read
This Week in Wealth Management M&A
Industry News & Trends
This Week in Wealth Management M&A 2021-04-02This Week in Wealth Management M&A
byAsia Martin
Apr 2, 2021
3 Min Read
Raymond James headquarters
Industry News & Trends
New Recruits Bring Over $500 Million to Raymond JamesNew Recruits Bring Over $500 Million to Raymond James
byAsia Martin
Apr 1, 2021
2 Min Read
Raymond James office sign
Industry News & Trends
Industry Mourns Passing of Raymond James Recruiter Barry Papa
Industry Mourns Passing of Raymond James Recruiter Barry Papa
Mar 9, 2021
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2 Min Read
byAsia Martin, Reporter
advisor phone money data finance
Industry News & Trends
This Week's Wealth Management M&A Deals 2021-02-26
This Week's Wealth Management M&A Deals
Feb 26, 2021
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2 Min Read
byAsia Martin, Reporter
The Week's M&A in Wealth Management
Industry News & Trends
The Week's M&A in Wealth Management
The Week's M&A in Wealth Management
Feb 12, 2021
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3 Min Read
byAsia Martin, Reporter
UBS
Industry News & Trends
UBS: New Advisor Workstation To Fully Roll Out Next Summer
UBS: New Advisor Workstation To Fully Roll Out Next Summer
Oct 1, 2020
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2 Min Read
byErick Bergquist
Baby
M&A
Fed Approves Morgan Stanley Acquisition of E*Trade
Fed Approves Morgan Stanley Acquisition of E*Trade
Oct 1, 2020
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1 Min Read
byJesse Hamilton (Bloomberg)
Dennis Moore - Compressed.JPG
Industry News & Trends
FPA Goes Back To CFP Holders, Chooses Dennis Moore as President-Elect
FPA Goes Back To CFP Holders, Chooses Dennis Moore as President-Elect
Oct 1, 2020
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1 Min Read
byAsia Martin, Reporter
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Industry News & Trends
Mishkin Santa Talks Best 2020 Tax Practices at FPA Annual Conference
Mishkin Santa Talks Best 2020 Tax Practices at FPA Annual Conference
Oct 1, 2020
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3 Min Read
byAsia Martin, Reporter
Raymond James Financial
Industry News & Trends
Pathstone to Acquire Cornerstone Advisors to Form $20B RIA
Pathstone to Acquire Cornerstone Advisors to Form $20B RIA
Jul 31, 2020
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1 Min Read
byAsia Martin, Reporter
Advisors Prep Clients for Potential Tax Increases
Industry News & Trends
Advisors Prep Clients for Potential Tax Increases
Advisors Prep Clients for Potential Tax Increases
Jul 29, 2020
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9 Min Read
byAsia Martin, Reporter
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Recruiting
Pandemic Dampens Stifel Recruiting
Pandemic Dampens Stifel Recruiting
Jul 29, 2020
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2 Min Read
byErick Bergquist
Hightower Buys Stake in $3.3 Billion Frontier Investment Management
Industry News & Trends
Hightower Buys Stake in $3.3 Billion Frontier Investment Management
Hightower Buys Stake in $3.3 Billion Frontier Investment Management
Jul 28, 2020
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4 Min Read
byErick Bergquist
LPL Financial
Industry News & Trends
Former Wells Fargo Broker Keith Boyd Joins LPL's Hybrid RIA Platform
Former Wells Fargo Broker Keith Boyd Joins LPL's Hybrid RIA Platform
Jul 27, 2020
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1 Min Read
byErick Bergquist
kyrie.jpg
Industry News & Trends
UBS to Manage $1.5 Million Donated by Kyrie Irving to WNBA Players, Share Financial Wisdom
UBS to Manage $1.5 Million Donated by Kyrie Irving to WNBA Players, Share Financial Wisdom
Jul 27, 2020
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3 Min Read
byErick Bergquist
Top 10 Countries for talent
Diversity & Inclusion
Diversity and Inclusion and Holistic Leadership
Diversity and Inclusion and Holistic Leadership
Jul 27, 2020
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5 Min Read
byWalter K. Booker, Chief Operating Officer
Advisor’s “LOL” Text Messages to Client Spell Trouble
Industry News & Trends
Advisor’s “LOL” Text Messages to Client Spell Trouble
Advisor’s “LOL” Text Messages to Client Spell Trouble
Jul 27, 2020
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5 Min Read
byAsia Martin, Reporter
Peter Mallouk
Industry News & Trends
Creative Planning Pledges to Donate $12 Million to Social Justice Reform Groups
Creative Planning Pledges to Donate $12 Million to Social Justice Reform Groups
Jun 9, 2020
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1 Min Read
byErick Bergquist
FPA 'Externship' Is Underway
Industry News & Trends
FPA 'Externship' Is Underway
FPA 'Externship' Is Underway
Jun 8, 2020
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1 Min Read
bySamuel Steinberger, Senior Technology Editor
Opinion: Pandemic Could End Shareholder Supremacy for Good: Joe Nocera
Industry News & Trends
Opinion: Pandemic Could End Shareholder Supremacy for Good: Joe Nocera
Opinion: Pandemic Could End Shareholder Supremacy for Good: Joe Nocera
Apr 17, 2020
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7 Min Read
byJoe Nocera
All those techies need a place to work and office developers are trying hard to accommodate them with 8090151 sq ft of office space under construction
WealthTech
Tech Startups Ask Workers to Trade In Salary for Stock
Tech Startups Ask Workers to Trade In Salary for Stock
Apr 17, 2020
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5 Min Read
byShelly Banjo
Ending Virus Shutdowns Too Soon Poses Legal Risk for Businesses
Industry News & Trends
Ending Virus Shutdowns Too Soon Poses Legal Risk for Businesses
Ending Virus Shutdowns Too Soon Poses Legal Risk for Businesses
Apr 17, 2020
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6 Min Read
byErik Larson, Christopher Yasiejko and Edvard Pettersson
The US Federal Reserve building seen in 2008
Industry News & Trends
Fed’s John Williams Says Economic Pain Will Linger for Some Time
Fed’s John Williams Says Economic Pain Will Linger for Some Time
Apr 17, 2020
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3 Min Read
byChristopher Condon and Matthew Boesler
Marty Bicknell Mariner Wealth Advisors
Industry News & Trends
Mariner Wealth Advisors Rolls Out Independent Advisor Channel
Mariner Wealth Advisors Rolls Out Independent Advisor Channel
Apr 16, 2020
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3 Min Read
byAsia Martin, Reporter
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Industry News & Trends
CalSavers Officially Moves Back 2020 Deadline
CalSavers Officially Moves Back 2020 Deadline
Apr 16, 2020
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1 Min Read
bySamuel Steinberger, Senior Technology Editor
Fiddler
Industry News & Trends
SmartAsset Gets Into 'Match-Making'
SmartAsset Gets Into 'Match-Making'
Apr 16, 2020
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1 Min Read
bySamuel Steinberger, Senior Technology Editor
Twitter Followers 29658Kred Global Influence Score 762Kred Global Outreach Score 6Facebook Likes 32172LinkedIn Followers 66576
Industry News & Trends
UBS’s Billionaire Clients Keen on Turnaround Opportunities
UBS’s Billionaire Clients Keen on Turnaround Opportunities
Apr 16, 2020
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2 Min Read
byMarion Halftermeyer
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Industry News & Trends
Robinhood Is Raising New Funds at About $8 Billion Value, Sources Say
Robinhood Is Raising New Funds at About $8 Billion Value, Sources Say
Apr 16, 2020
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2 Min Read
byKatie Roof
TitlenbspFormer President of Wealth ManagementTotal 2015 Compensation 178 millionTotal 2014 Compensation 174 million2015 Bonus 88 million2014 Bonus 73
Industry News & Trends
Morgan Stanley Delivers Trading Boon, Caution on It Lasting
Morgan Stanley Delivers Trading Boon, Caution on It Lasting
Apr 16, 2020
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3 Min Read
bySridhar Natarajan
Blackrock
Industry News & Trends
BlackRock Investors Flee Long-Term Funds in First Quarter
BlackRock Investors Flee Long-Term Funds in First Quarter
Apr 16, 2020
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2 Min Read
byAnnie Massa
Make Financial Advisors Happier
Financial Planning
The FPA Offers Safety Workers Discount on Financial Planning
The FPA Offers Safety Workers Discount on Financial Planning
Apr 13, 2020
|
1 Min Read
byAsia Martin, Reporter

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