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RIA Innovations: Building Independence Without the Learning Curve
RIA Innovations CEO Nelly Mubashi built her platform solving challenges she faced on leaving UBS—now advisors can skip the learning curve entirely.
Black Diamond: The TAMP Revolution’s Next Phase Is Personalization at Scale
Kyle Fleming of Black Diamond explains how the TAMP revolution’s next phase gives advisors personalization at scale without sacrificing control.
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Citigroup Offering Enhanced Deals To Attract Seasoned Financial Advisors
Citigroup is bolstering its recruitment strategy, offering enhanced deals to attract seasoned financial advisors to its wealth management sector.
Wells Fargo May Lose Up To $3 Billion On Its Office Building Loans
Wells Fargo CEO Charlie Scharf said on Thursday that the U.S. lender may lose $2 billion to $3 billion on its commercial real estate loan portfolio.
George Weiss Hedge Fund In Talks With Jefferies To Settle Suit
Bankrupt hedge fund Weiss Multi-Strategy Advisers LLC and its largest creditor, Jefferies Financial Group, are discussing a potential settlement.
Morgan Stanley Board Names CEO Ted Pick Its Chair
Morgan Stanley CEO Ted Pick would be its next chair succeeding James Gorman, who has been tapped to head the board at Walt Disney.