Tyrone Ross Jr. unveiled his new wealthtech venture, Turnqey Labs, an API suite for cryptocurrency asset data, and 401 Financial, an RIA that will serve as an incubator for the startup, according to published reports.
Contrary to popular belief, financial services employees are not working long hours, according to a recent analysis. But ActivTrak’s Gabriela Mauch says the industry still has a ways to go toward managing burnout.
The two three-person advisor teams will join J.P. Morgan from Wells Fargo and Wealthspire, and will be a part of the bank's strategic expansion in the New York wealth management market.
Jim Dickson, founder and CEO of Sanctuary Wealth, recaps the early days of the firm, discusses where it is today and the growth of supported independence, plus shares lessons he's learned along the way.
Rob Walton's investment group includes his daughter Carrie and her husband, Greg Penner, along with Mellody Hobson, co-chief executive officer of Ariel Investments.
Schwab Advisor Services and the Charles Schwab Foundation’s grant will pay for new scholarships for undergraduate and graduate certification candidates, and help fund the CFP Board Center for Financial Planning’s upcoming Diversity Summit.