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A Mercatus working paper supports the need for title reform, but it argues that regulators should take a different tack to prevent professionals from making up new titles.
Newly launched Bluespring Wealth Partners, the succession planning arm of Kestra Financial, has acquired Hickory Asset Management, with $153 million in client assets.
Koch, 79, died after years of fighting various illnesses. Through the David H. Koch Foundation, he pledged or contributed more than $1 billion to philanthropic causes.