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The deal also includes Hibiscus Investments, Landsberg Bennett’s sister brand that serves mass affluent clients—and a structure for a potential next generation training program to the broader Hightower, according to the announcement.
CandorPath Financial's John Kennedy explains how he and his partner have implemented Gino Wickman's Entrepreneurial Operating System as a framework to rapidly scale up their ensemble practice.
TCFG's advisory clients paid fee markups as often as 60% of the time in more than 10,000 executed transactions over the course of several years, according to the SEC complaint.
In a rapid series of deals, Focus Financial's shared services platform, Connectus Wealth Advisers, acquired U.K.-based Trident Financial Planning Limited, Massachusetts-based New England Investment & Retirement Group and Australia-based MISSO...
The danger of self-directed IRA scams heightened during the pandemic, as many investors were at home and online but isolated from in-person interaction, NASAA says.
Franklin Templeton joins a wave of deals in the direct or custom indexing space, with its plan to acquire O'Shaughnessy Asset Management and its custom indexing platform, Canvas.