See the latest on the Wealth Management Industry including M&A activity, diversity and inclusion and RIA updates.
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Bill Harris advocates for bitcoin regulation, three-fourths of advisors lack a succession plan and Laserfiche is hiring an artist for its corporate headquarters.
Bank of the West Wealth Management Group opened its first office in New York and has plans to add 100 advisors across the country in the next three years.
FINRA releases FINRA360 Progress Report, new website helps investors find fiduciaries and D.A. Davidson adds at $380 million team in Colorado Springs, Colo.