Roosevelt fellow J.W. Mason contradicts the belief that the economy has recovered, Louise Linton goes off on Instagram, and advisory firms can learn how to stay on top from HBO.
The two firms used to be affiliated through the same back-office provider, CapTrust Association. The merger creates a firm with $243 billion in client assets and 34 offices nationwide.
A bank-based broker takes Citizens Bank to arbitration for failing to meet some lofty recruitment promises, and wins $1.5 million. Now others are making similar claims against the bank.