| | | | | Constellation has invested $150 million, representing less than 10% of Cresset’s business. Read More > |
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| | | Rich Franchella joins Procyon to lead business development and recruit advisor teams across the RIA’s business verticals. Read More > |
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| | | Offit Advisors represents the fourth practice to join Miracle Mile in 2024, bringing its total assets under management to $7.4 billion. Read More > |
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| | | Co-founder Doug Fritz will become executive chairman of the firm’s board and work with clients and on strategy. Read More > |
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| | | About 83% of aspiring CFP planners are “very likely” or “likely” to work at a firm encouraging pro bono policies, according to a new survey. Read More > |
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| | | In the weeks leading up to November’s election, financial advisors were largely positive on the state of the economy and the stock market, according to the monthly Advisor Sentiment Index. Read More > |
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