News

Wealth Management industry news covering the financial markets, trends and wealth professionals.
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Highlights

FINRA Orders RBC To Pay $9.7M In Age Discrimination Case

Nov 01, 2024

Cinda Collins alleged her former employer discriminated against her by terminating her after 30+ years because she was nearing retirement.

Homan Wealth Advisors President and Founder Richard “Rick” Homan

$95B Colony Announces First External Deal Since Buckingham Merger

Nov 01, 2024

Omaha-based Homan Wealth Advisors will join Colony's Buckingham Strategic Wealth.

WealthStack Roundup: Pete Hess Joins PureFacts as President

Nov 01, 2024

The former Advent CEO will run day-to-day operations at PureFacts and new integrations at Flourish and...

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News

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.

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.