In the summer 2021, advisor Jonathan DeYoe tragically lost his only brother. Since then, he has been on a journey to rebuild healthy habits after experiencing this huge loss.
Open, honest and candid discussions about the latest news in the RPA industry.
The move is part of the succession plan for AK Financial Group Founder Andrew Karlinski, who will wind down his RIA and transition to Private Advisor Group’s.
Choir also announced that Dani Fava, group head of product innovation at Envestnet, has joined its board of directors.
The Pittsburgh office will become Mariner’s 77th US location, and its seventh acquisition so far this year.
About 15 million clients’ details were compromised over a five-year period starting 2015.
In a newly released risk alert, the commission’s Division of Examinations highlighted potential areas of focus for the rule, which has a Nov. 4 compliance date.
