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Retaining Inheritors as Clients Beyond the Great Wealth Transfer
A recent survey found most people poised to inherit in the next decade work with...
Edelman Names Tina Wilson Chief Retirement Officer
Mishandling of Client Assets, Adviser Time Could Gouge Profits
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Beacon Pointe makes 2 executive leadership appointments; David Haughton joins Hargrove as VP of engagement;...
Alight names wealth solution leader; Council of Institutional Investors appoints executive director; Merit Financial Advisors...
Prosperity taps Jeff Lenhart as president; Jackson Lewis names new employee benefits principal; and State...
Envestnet updates 3 platforms; Nestimate, Nationwide partner on TDF, lifetime income evaluation; Equitable debuts TDF...
Anthropic launches Claude for Financial Advisors; Conquest offers AI financial advice platform; FINTRX launches agent...
Edelman launches integrated plan service for small, midsize employees; Income Lab offers withdrawal optimizer; Orion...
NFP acquires Moores Insurance Management; Horizon Wealth Management joins LPL; Apella Wealth welcomes Longview Financial...
UBS hires 3 advisers in Bethesda office; Wealth Enhancement acquires Arbor Capital Management; Glenmede expands senior leadership...
Midwest Financial Group becomes Osaic affiliate; Socha partners with Savant Wealth Management; Sequoia Financial acquires...