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Vermont makes waves on data privacy
The Hill· 9 minutes 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...
Investor Alert: CIRO Impersonators using luca.support@protonmail.com
Benzinga· 5 hours agoThe Canadian Investment Regulatory Organization (CIRO) is warning Canadian investors not to be fooled by fraudsters impersonating CIRO to launch investment
Mercer Moves Chief Talent Officer to M&A Role
WealthManagement.com· 3 days agoMercer Global Advisors, one of the largest and fastest-growing registered investment advisors in the nation with over ...
Small Business - Cordele Dispatch | Cordele Dispatch
Cordele Dispatch· 1 day agoAvantax® Inc., a leader in tax-focused financial planning and wealth management, has acquired GA Investment Management (GA). The Pennsylvania-based wealth management firm ...
Mercer Advisors' Martine Lellis Transitions to Support the Company's M&A Partner Development Growth...
PRWeb· 2 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 ...
Perigon Wealth Management LLC Names Maria Daley, CFP®, Head of Advisor Success & Integration
WKRN Nashville· 4 days ago("Perigon"), a rapidly growing independent wealth management firm with offices across the country and approximately $7.75 billion as of March 31, 2024,1 today announced the appointment of Maria ...
Customer Advisory: Six Warning Signs of Online Financial Romance Frauds
CFTC.gov· 5 days agoConduct online searches to verify your new friend’s identity and check his or her...
Customer Advisory: 10 Things to Ask Before Buying Physical Gold, Silver, or Other Metals
CFTC.gov· 5 days agoGold or silver IRA frauds frequently target older workers and retirees because they typically have...
Interactive Brokers Launches Cryptocurrency Trading for UK Clients
Investing.com· 3 days agoInteractive Brokers Launches Cryptocurrency Trading for UK Clients
New Foreign Influence Registry to Impose Heavy Compliance Burden | JD Supra
JD Supra· 5 days agoIn response to high-profile concerns about foreign interference in Canadian elections, Canada’s Minister of Public Safety has proposed a new Bill C-70, the Countering Foreign Interference Act ...