Deanna Rankin, a Texas native, will oversee all regulatory compliance for the firm’s San Antonio-based trust company.
The regional bank known for lending to advisory firms has started one of its own.
Trump’s executive order means guidance and recommendations around MEPs, and RMDs will culminate in federal proposals within a year.
A $350 million investment advisory firm is joining LPL, lured by the broker/dealer’s self-clearing capabilities.
There’s science behind unplugging when you’re not at work.
The head of Wells Fargo Wealth and Investment Management also announced a search for an operations executive to further improve the unit’s efficiency.
