Morgan Stanley claws back $5M from departed broker
Firms' aggressive pursuit of repayment of recruiting loans is likely a reflection of how massive some recruiting deals have become in recent years.
Source: financial-planning.com
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What Will the Stock Market Do as Election Nears?
Despite the presidential election’s domination of the headlines, economic and inflation trends have consistently outweighed electoral outcomes in the past.
Source: kiplinger.com
Investment adviser wins grant for CASA
Renita Dick, an investment adviser representative with Securities America/Osaic Wealth, applied for a grant with Osaic Wealth Foundation for CASA, Court Appointed Special Advocates, in January 2024.
Source: tahlequahdailypress.com
Barron's Names Cassaday & Company, Inc. One of Nation's Top Wealth Management Teams
MCLEAN, Va., May 15, 2024 /PRNewswire/ -- Cassaday & Company, Inc., has been ranked #42 on Barron's Top 250 Private Wealth Management Teams list for 2024. This award underscores the
Source: yesweekly.com
Oswego County TodayRob Rolfe Brings Excelsior Wealth Partners to Oswego
OSWEGO - Celebrating his 30th year as a financial advisor and wealth manager Rob Rolfe, owner of Harmony Financial, is moving on to a new venture as a member of Excelsior Wealth Partners. Since 2018 Rolfe has been an independent partner of Excelsior Wealth Partners, a premier asset management firm. By joining Excelsior Wealth Partners…
Source: oswegocountytoday.com