Wealth Management industry news covering the financial markets, trends and wealth professionals.
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About 1.2 million square feet (111,000 square meters) of office space will get an overhaul in the next 15 months to put technology experts closer to brokers, traders and bankers.
The group’s new president-elect, a millennial, discusses the FPA’s stance on state regulation, his plans in the new role and the perspective of young planners.
The fast-growing wealth manager just topped $3 billion in AUM after 1 year, started catering to high-net-worth families and hired a number of high-profile industry veterans.