Peter Clemson News Today

Right for all people and all children, and your daughters and your sons. This is what i believe. That all of us can be coworkers with god. And our leadership, and our governments, and this United Nations should reflect this irreducible truth. Thank you very much. [applause] on behalf of the General Assembly, i wish to thank the president of the United States for the statement just made. May i request representatives to remain seated while we greet the president. Afterwards, the meeting will stan...

The Tech Investment Squeeze According to Financial Planning’s 2021 Tech Survey, large firms are ramping up spending while smaller firms are keeping budgets modest. Are they starting to fall behind?

In the newly created position of vice president of digital solutions, Peter Clemson will oversee the creation of a unified platform for 11,000 advisors.

Top Wealth Management Exec Leaves Securities America Paul Lofties, who had been with Securities America since 2003, left the firm in December, and plans to join an advisor coaching and consulting firm. Paul Lofties, senior vice president of wealth management for Securities America and its former parent company Ladenburg Thalmann, left the firm in December of last year. He plans to join a wealth management coaching and consulting firm, which he could not yet name, in a part-time capacity...

Clemson will report directly to Cindy Hamel, chief strategy and corporate development officer. Benjamin Receives Additional Seed Funding and a Board Member Benjamin, the year-old startup that recently relaunched as an artificial intelligence–driven end-to-end business support system for RIA firms, has received an initial round of $750,000 in funding, according to its founder and CEO Matt Reiner. This round was led by industry veteran Bob Conchiglia, who will also join Benjamin’s executive a...

Advisor Group Expands Technology Leadership With Appointment Of Peter Clemson As Senior Vice President, Digital Solutions Former FinTech CEO and Charles Schwab Technology Executive to Spearhead Development of Digital Platforms That Deliver Competitive Advantages for Financial Professionals Serving Increasingly Tech-Savvy Consumers Companys Scale with Outsourced Clearing Approach Enables Speed to Market and Technology Development Agenda Squarely Focused on Financial Professional- and Client-Faci...