See the latest on the Wealth Management Industry including M&A activity, diversity and inclusion and RIA updates.
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With licenses from FINRA and the SEC, Prometheum hopes to remove barriers preventing RIAs from recommending digital assets. It’s hired Marc Nichols to lead the effort.
Dawn Nordberg will lead a new program to strengthen ties between Citi's banking and wealth divisions, among other responsibilities, according to Andy Sieg.