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World's Richest Family Bet on Munis, Japanese Stocks, Coinbase
May 16, 2022
The Walton family, whose fortune is estimated at nearly $200 billion, invests in mostly low-cost ETFs.
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Head of Wells Fargo Advisors Retires; Sol Gindi to Replace Him
May 13, 2022
Sol Gindi, chief financial officer for Wells Fargo's Wealth and Investment Management segment, will take over for Jim Hays immediately.
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The Reputational Fallout of Depp v. Heard
May 13, 2022
When dirty personal laundry is aired in public court proceedings, both parties will lose.
Tuttle Capital Management at NYSE
Tuttle Times the Market Perfectly
May 12, 2022
The creator of the "Short the ARKK" fund shares his views on the economy, the stock market and SPACs.
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Mindy Diamond on Independence: Why a 25-Year Merrill Vet Managing $450M Opted to Break Away
May 12, 2022
On his 25th anniversary with Merrill Lynch, Craig Robson resigned to launch RIA Regent Peak Wealth in Atlanta. It was a bold move designed to “liberate and empower” him and his team to serve their clients completely and with objectivity. Craig...
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Goldman Sachs Names New Head of Personal Financial Management Advisors
May 11, 2022
David Fox, a region head for Goldman Sachs Private Wealth Management, has been tapped to lead PFM Advisors in a newly created role, according to a company memo.
The Healthy Advisor Podcast with Diana Britton
The Healthy Advisor: Finding Healing in the Gym With Jess Bost
May 11, 2022
Advisor Jess Bost opens up about how her experience with intense workouts and a supportive community gave her the outlet she needed during a time of profound grief.
CI Financial
CI to Open Trust Company in South Dakota
May 10, 2022
The application to open a trust company is the Canadian financial services firm’s latest development in a busy two years after first entering the U.S. RIA space.
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Savant Starts With People in Pursuit of Ambitious Growth Plan
May 10, 2022
Savant Wealth Management has announced three promotions and one new hire as part of a five-year, 500% growth plan supported by capital from Kelso & Company.
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Advisor Innovations: Brian Portnoy on Helping Clients Rethink Wealth
May 10, 2022
The founder of Shaping Wealth explains why the true definition of wealth should be 'funded contentment,' or the ability to live a life of purpose and meaning.
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