Amma Boateng, who currently leads the broker/dealer channel within Financial Advisor Services, will succeed Tom Rampulla, effective Jan. 1.
Nicolas Puech, a reclusive fifth-generation descendant of the founder of French luxury giant Hermes International SCA, wants to adopt his middle-aged gardener to whom he would bequeath at least some of his fortune.
Older baby boomers have accumulated more than $14 trillion in additional net worth since the end 2019.
Innovators and influencers set to change the industry in 2024.
Julie Cane is managing partner and CEO at Democracy Investments.