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Gerry Goldberg, CEO and co-founder of GYL Financial Synergies, describes how a simple sketch on a restaurant tablecloth turned into an RIA with 3X revenue and $8.5 billion in assets in five years.
CEO Dan Arnold said the company is focused on providing advisors with more personalization and flexibility, so they have more control over how they operate their businesses.
Vanguard is extending the payments to all workers who can prove they’ve gotten a COVID-19 vaccine, even if they were inoculated before the firm extended the offer.
New Jersey-–based Headquarters Advisory Group, previously affiliated with Avantax's b/d, will join Avantax Planning Partners, the firm's in-house RIA seeded by its acquisition of HK Financial Services.