Flourish, a tech platform for advisors, has acquired Sora Financial, an AI-driven limited liability platform for advisors.
Farhad Firoozi is Wells Fargo Advisors’ new head of advisor recruiting, starting on Tuesday, according to a statement from ...
DMR News on MSN4d
From Manual Data to AI Insights: How Veteran Advisors Are Evolving with the Modern Wealth Management LandscapeWith over 30 years of experience, Investment Insight Wealth Management shares how independent firms are adapting to rising ...
David Burton, the senior fellow in economic policy at the Heritage Foundation who authored Project 2025’s section on securities regulation, says Finra’s oversight of the broker-dealer industry is ...
Commonwealth supports ~2,900 independent advisors managing ~$285 billion in assetsCommonwealth ranked #1 in Independent Advisor Satisfaction 11 times in a row by J.D. PowerFounder of Commonwealth to ...
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