See the latest on the Wealth Management Industry including M&A activity, diversity and inclusion and RIA updates.
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Kwame Brown is suing his Merrill Lynch advisor, Switzerland is still tops in international assets and MMI adds new curriculum to its Continuous Learning Center.
Michael Murray, who spent 16 years helping LPL become the nation’s largest independent broker/dealer, is leaving that firm to help implement Cetera’s next growth initiative.
The Investment Management Due Diligence Association found that almost 90 percent of respondents to a recent survey do not specifically inquire about sexual harassment when interviewing prospective managers to oversee assets.