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The firm announced that two new teams would join Raymond James in Georgia, while a financial advisory duo departed Merrill Lynch to join the company’s Fort Myers, Fla. office.
In this episode of the WealthStack podcast, Mark Bruno talks with Dani Fava, head of strategic development at Envestnet, about the future of advice - and importantly, how more financial services companies will directly integrate with consumer...
During a panel discussion on the new rule’s impact, one securities attorney said the DOL's interpretation on what recommendations fell under ERISA fiduciary scrutiny was “more expansive” than ever.
CI Financial’s latest deal is with a 90-year-old wealth management firm in Chicago, bringing its total U.S. wealth management assets to about $95 billion.
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