| | | | | Edelman Financial Engines claims John Carey violated non-solicitation and trade secret agreements when he moved to Farther, taking 55 clients and over $55 million in AUM. Read More > |
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| | | Scott Curtis will succeed FusionIQ CEO Eric Noll as board chair. During a February meeting, the board also approved soliciting comments for changes to its rules on outside business activities. Read More > |
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| | | The U.S. Treasury Department cites its sudden change of heart as a “step in the interest of supporting hard-working American taxpayers and small businesses.” Read More > |
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| | | Open, honest and candid discussion about BlackRock scrapping DEI, a 100,000 advisor shortage coming, plan sponsor survey highlights and more. Read More > |
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| | | With valuations at historic highs and the complexity of modern M&A transactions, the stakes have never been higher. Read More > |
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