An M&A deal brings a fourth office location to the ambitious firm launched in 2019 by Jason Ray and Chelsea Ransom-Cooper.
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Arbitration panels and courts have already shown openness to arguments that deferred compensation is protected under federal retirement law.
18m ago -
As stocks stumbled last month, exchange-traded funds took in 63% less than in March. See which ETFs got through April with the most investor cash.
34m ago -
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AdvicePay has appointed Kelsey Lewis as president, overseeing the growth strategy for one of the top payment processing platforms for advisors.
3h ago -
The disturbing nature of the claims and puzzling sequence of events add a fraught layer to what was already going to be a challenging CEO handoff from the founder.
5h ago
Financial Planning announces its 2024 class of the top 40 most productive employee wealth management brokers under age 40.
The profession displays a stunningly high rate of attrition in the first year. Here's how wirehouses and regional brokerages must try to change with the times.
Financial Planning announces its 2024 class of the top 40 most productive employee brokers under age 40 at regional firms.
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Arbitration panels and courts have already shown openness to arguments that deferred compensation is protected under federal retirement law.
18m ago -
As stocks stumbled last month, exchange-traded funds took in 63% less than in March. See which ETFs got through April with the most investor cash.
34m ago -
AdvicePay has appointed Kelsey Lewis as president, overseeing the growth strategy for one of the top payment processing platforms for advisors.
3h ago -
As one of many providers of the existing and expanding capabilities, Envestnet is urging more financial advisors to consider after-tax optimization.
May 6 -
Forty companies made the 2024 edition of American Banker's annual list of enviable workplace cultures in the financial technology space. Here is a look at some of what makes these firms employers of choice.
May 6