Wealth Management industry news covering the financial markets, trends and wealth professionals.
Stay up to date with Wealth Management news and trends through our free Morning Memo e-newsletter. Join today.
Buoyed by Series C capital raise, Facet Wealth adds four new executive hires, hoping conflict-free advice for the masses resonates in a turbulent market.
Advisor Vance Barse never had a relationship with his biological father and carried around a lot of emotional baggage as a result. But when his father passed away, he finally got the closure he needed. And that moment was life-changing.
Patrick Egan’s interim suspension went into effect on June 21. Egan is a representative with the California-based firm Western International Securities, which was also named in the SEC's complaint.