CI Financial revealed Corient’s latest additions during an earnings call this week, Dynamic Advisor Solutions added five new teams in the first half of the year, Integrated added a new Denver affiliate and WEG is staffing up for more growth.
Non-fiction about happiness, purpose and the psychology of money, a thriller from David Baldacci and more.
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Aug 11, 2023
This report examines the latest attitudes among advisors with closed-end funds – and their experience with these investment products.
Also, Two Sigma’s Venn launches Report Lab with help from NewEdge Wealth and ForwardLane rolls out Emerge.