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No less than three new RIAs debuted this week, while Prospera and four other firms announced deals, three made key appointments and one updated its name.
In his new role as CEO of a nascent RIA and multifamily office within a bank-owned trust company, Hopkins hopes to fill a service gap he noticed during his time with Carson Wealth.
The Investment Adviser Association is worried the potential rules would duplicate protections that already exist, according to the organization’s general counsel.