Thu. Nov 20th, 2025
Thu. Nov 20th, 2025
Joe Duran to Leave Goldman Sachs
Joe Duran to Leave Goldman Sachs

Joe Duran, who sold his business, United Cash, to Goldman Sachs in 2019, is leaving the Wall Road firm after 3 1/2 years of integrating his advisory business into the corporation.  …

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RIA Roundup: Steward Partners Adds First Team on Pershing Platform
RIA Roundup: Steward Partners Adds First Team on Pershing Platform

Steward Partners, Prosperity Improvement Team, Mission Wealth, Buckingham Strategic Partners and Ahead Financial all introduced acquisitions this 7 days, whilst Mariner Wealth and Savant Wealth brought on new expertise to…

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LPL’s Recruited Assets Down in 2022
LPL’s Recruited Assets Down in 2022

LPL Financial reported its total recruited assets for 2022 were being $82 billion, down about 8{21df340e03e388cc75c411746d1a214f72c176b221768b7ada42b4d751988996} from 2021. That provided $15 billion of recruited belongings in the fourth quarter 2022,…

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Forbes places Hall Financial on list of best-in-state wealth management teams | News, Sports, Jobs
Forbes places Hall Financial on list of best-in-state wealth management teams | News, Sports, Jobs

Hall Financial Advisors partners, front: Brett Bronski, Senior Financial Advisor, RJFS; Chris Hall, founding partner and CEO, HFA, Senior Financial Advisor, RJFS. Back row: Jeremiah Kuhn and…

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Focus Financial Negotiating Sale to PE Firm CD&R
Focus Financial Negotiating Sale to PE Firm CD&R

Aim Economical Partners, a publicly traded partnership of registered financial commitment advisors, announced Thursday it has entered into a constrained exclusivity agreement with private equity firm Clayton, Dubilier & Rice to engage…

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American Express Launches Financial Management Tools For Small Businesses
American Express Launches Financial Management Tools For Small Businesses

American Specific has launched a new provider for small businesses that offers a way to take care of their funds from a one position, a services which they simply call…

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