Minnie Arwood
- Financial Management
- December 8, 2022
- 4 views
Merchant Takes Minority Stake in Succession Link
Succession Backlink, a matchmaking service for wealth management corporations, has sold a minority stake to Merchant Investment Management immediately after separating from Chalice Monetary Community to just take benefit of…
- Financial Management
- November 19, 2021
- 2 views
SagePoint OSJ Rolls Out New Succession Planning Program
The AmeriFlex Team, a Las Vegas, Nev.-centered hybrid RIA and super workplace of supervisory jurisdiction of impartial broker/dealer SagePoint Money, has introduced an unusual succession planning application for advisors within 5 yrs of retirement,…
- Business News
- November 15, 2021
- 2 views
The real-life family business drama not on HBO’s Succession
Logan Roy, played by Brian Cox, at his daughter’s wedding reception on season 1 of HBO’s Succession. Colin Hutton | HBO Actors often don’t like to watch their own work once…
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