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Orion is attaching Redtail's CRM technology to an advisor offering that now includes portfolio management, financial planning, compliance support and risk profiling.
While 35% of non-executive employees are in the office five days a week, just 19% of executives can say the same, according to a survey by Future Forum.
German Nino pleaded guilty to wire fraud in Florida federal court for stealing more than $5 million from clients and spending it on 'romantic partners,' according to the DOJ.