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Baron Davis
WealthTech
Baron Davis Invests in College Savings App UNest, Named Brand AmbassadorBaron Davis Invests in College Savings App UNest, Named Brand Ambassador

The startup saw investments from Northwestern Mutual and the NBA All-Star.

bySamuel Steinberger, Senior Technology Editor
Jun 19, 2020
|
2 Min Read
Wells Fargo
WealthTech
Wells Fargo Becomes iCapital Network InvestorWells Fargo Becomes iCapital Network Investor
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RIA
Steward Partners Attracts First Team to 1099 ModelSteward Partners Attracts First Team to 1099 Model
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1 Min Read
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Riskalyze Adds New Features Ahead of Reg BI’s Compliance DateRiskalyze Adds New Features Ahead of Reg BI’s Compliance Date
byDiana Britton
Jun 17, 2020
1 Min Read
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RIA
Addepar Hires BlackRock Veteran Ruchir Swarup as CTOAddepar Hires BlackRock Veteran Ruchir Swarup as CTO
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Jun 17, 2020
1 Min Read
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RIA
$1.6B Advisor Team Leaves AXA to Form Octavia Wealth Advisors$1.6B Advisor Team Leaves AXA to Form Octavia Wealth Advisors
byAsia Martin
Jun 17, 2020
1 Min Read

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Retirement
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Creative Planning Pledges to Donate $12 Million to Social Justice Reform Groups
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Mutual Funds
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Regulation & Compliance
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