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Retirement Industry People Moves – 5/17/24 | PLANADVISER
PLANADVISER· 4 days agoMercer Global Advisors Inc., a registered investment adviser firm, announced that Martine Lellis, currently the chief talent officer ...
FinCEN (and SEC) Propose New Customer Identification Program Rule With Minimal Expected Impact on...
JD Supra· 5 days agoSimilar to the AML/CFT program rule, the Proposed Rule would cover both SEC-registered investment advisers and exempt reporting advisers and apply equally ...
ChatGPT Has Competition. How Google’s Gemini Compares.
Barrons.com· 2 days agoAnd it incorporates concepts like having a fiduciary duty to clients, being registered as an ...
Modern Wealth Adds $570M AUM In Two Deals
WealthManagement.com· 1 day agoModern Wealth Management, a private equity-backed registered investment advisory launched last year by former United Capital executives ...
Small Business - Cordele Dispatch | Cordele Dispatch
Cordele Dispatch· 6 days agoAvantax® Inc., a leader in tax-focused financial planning and wealth management, has acquired GA Investment Management (GA). The Pennsylvania-based wealth management firm ...
Investor Alert: CIRO Impersonators using luca.support@protonmail.com
Benzinga· 5 days agoThe Canadian Investment Regulatory Organization (CIRO) is warning Canadian investors not to be fooled by fraudsters impersonating CIRO to launch investment
Mercer Advisors' Martine Lellis Transitions to Support the Company's M&A Partner Development Growth...
PRWeb· 7 days agoMercer Advisors has become one of the leading RIA acquirers with over 85 acquisitions since 2016. The firm's "integrate not aggregate" strategy appeals to RIA sellers seeking ...
Vermont makes waves on data privacy
The Hill· 4 days agoThe Hill’s weekly technology news digest.{beacon} Friday, May 17, 2024 Welcome to Tech Friday, a new joint project of The Hill and Pluribus News covering...
Empowering Change: The Shift of Wealth from Men to Women
San Francisco Chronicle· 6 days agoIn the ever-evolving landscape of personal finance, a significant transformation is underway: the...
NICE on the Hunt for New CEO with Eilam's Departure Set for Year-End
CMSWire· 5 days agoBarak Eilam to step down after a decade as CEO of NICE; search for his successor is underway. The...
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