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Sutton, Mass.–based advisor James Couture was charged with wire fraud and aggravated identity theft and was accused of using client funds for his own personal and business expenses.
Morgan Stanley Private Wealth Management saw a spike in demand for its family office resources and 'lifestyle' advice during the pandemic, advisors say.
Nuveen's former chief equity strategist, Bob Doll, has joined Crossmark Global Investments, a boutique faith-based investment management firm, as chief investment officer.