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Six new financial advice licensees have begun operations in the past week and zero ceased, Wealth Data reveals, with more than 100 licensee owners commencing in 2023 alone.
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For the first time in a long time, advisors are being forced to think about clients' excess cash given rising rates.
The IPO window is open, but what does that mean for advisors whose clients are interested in venture capital?
Boston Private Loses Two Advisors to Lido Jeffrey Kaufman and John Tassone leave two months after SVB Financial agreed to buy Boston Private for $900 million. Lido Advisors, the Los Angeles-based registered investment advisory firm, continues its strategy of recruiting advisors away from private banks catering to high-net-worth clients. Two advisors from Boston Private Wealth, a trust bank and wealth management firm, announced today they will join Lido's Boca Raton, Fla. office. At Boston Wealth, advisors Jeffrey Kaufman and John Tassone, and planning specialist Dominik Elma...