With licenses from FINRA and the SEC, Prometheum hopes to remove barriers preventing RIAs from recommending digital assets. It’s hired Marc Nichols to lead the effort.
Dawn Nordberg will lead a new program to strengthen ties between Citi's banking and wealth divisions, among other responsibilities, according to Andy Sieg.
WEG CEO Jeff Dekko shares his company’s approach to staffing models, strategic decision-making and the significance of organic growth in the financial advisory industry.
