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New Jersey-based Alex Guiliano, founder of Resonate Wealth Partners, left Merrill Lynch to join LPL under the IBD’s Strategic Wealth Services division.

Keith Todd Ashley killed his client and fraud victim, and tried to make it look like a suicide, according to the Justice Department.

Cavalieri, who built Advisor I/O’s marketing platform, will bring his content and digital marketing chops to alternative investment platform CAIS.

Can an email be a holographic will?

The billionaire founder of Bridgewater Associates first initiated his transition plan in 2010.

The agency provided a high-profile reminder to celebrities that it is keeping an eye on how digital tokens and other assets are pitched.

Foundations shift billions to donor-advised funds, skirting US laws requiring transfers to the needy, a Bloomberg analysis finds.

The SEC has warned that celebrities touting cryptocurrencies it deems securities need to make clear to investors if they’re paid for the backing.

Burrows Capital Advisors, led by 30-year industry veteran Don Burrows, will be affiliating with Totus Wealth Management, an OSJ that joined Cetera last year.

The association’s board of directors names current Treasurer Claudia Cypher Kane to succeed 2023 President James Lee.