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Nations Reliable Lending Appoints Steven Curtis as Chief Production Officer
KTBS Shreveport· 1 day agoCurtis as its new Chief Production Officer. Curtis brings a wealth of expertise and a proven track...
Wells Fargo CEO Charlie Scharf Touts the Bank’s Indie Advisor Channel
Barrons.com· 6 days agoBEST PRACTICES Wells Fargo CEO Charlie Scharf said the company’s multiple affiliation options for...
UBS wealth-management split gives CEO race two front-runners
Banking Dive via Yahoo Finance· 5 days agoHassan joined the bank from the New York Fed in 2022. Perhaps the best-known executive to leave UBS...
Sunak pledges cash to towns as Starmer pitches ‘wealth creation’ amid election campaign
Evening Standard via Yahoo News· 4 days agoThe academic also hinted at an independent run in the Chingford and Woodford Green constituency she...
Prosper Shows Demand for New Way in Wealth Management and Kicks Off Crowdfund as St James's Place...
Morningstar· 1 day agoWhere other FinTechs have transformed payments, currency exchange and banking, Prosper is building a customer champion business designed to maximise people's long term wealth
New Dynasty-Backed RIA Accuses Former Firm of Lack of Accountability, Body Shaming
WealthManagement.com· 5 hours agoLast week, Salomon & Ludwin, a Richmond, Va.-based registered investment advisor, filed suit against...
Sanctuary Wealth partner firm SLK adds multigenerational Wells Fargo pair - InvestmentNews
InvestmentNews· 4 days agoThe breakaway duo, managing more than $300M in assets, are joining the employee-owned independent in...
Paramount-Skydance talks take turn as rival bidders press their case
Reuters via Yahoo Finance· 12 hours ago(Reuters) -Paramount Global Chair Shari Redstone is unhappy with Skydance Media's reduced offer for...
David Canter Joins Board of $7.5B RIA Parallel Advisors
WealthManagement.com· 1 day agoDavid Canter, the former head of RIAs and family offices at Fidelity Institutional and ephemeral...
Housing, work, love: Gen Zers and young millennials don’t stand a chance in the face of the modern...
Fortune via Yahoo Finance· 7 hours agoAs the housing market continues to add more wealth to the pockets of boomers, the trend amongst...