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| | | | | Ali Hibbs | | Bruce K. Lee, CEO of Keebeck Wealth Management, is teaming up with a new asset management, research and communications platform to achieve scale via ‘digital army.’ FULL ARTICLE |
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| PEOPLE | | | | Diana Britton | | The transition comes with other senior level changes, including Scott Curtis taking over as COO and Tash Elwyn succeeding him as head of the private client group. FULL ARTICLE |
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| RESOURCE CENTER | | | | Sponsored by BILL | | Find the best tools to serve your clients and enable you to build strong relationships to advance your business. LEARN MORE |
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| ALTERNATIVE INVESTMENTS | | | | David Bodamer | | The tactic can help investors with concentrated positions, but historically, it has only been available to HNW investors. FULL ARTICLE |
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| RIA NEWS | | | | Diana Britton | | Meath Wealth Advisors represents the seventh team to join Journey since 2021 and gives the RIA its first Minneapolis office. FULL ARTICLE |
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