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Retirement Industry People Moves

2 new Nationwide leaders will focus on product solutions; Kane assumes role as president of Financial Planning Association; Edelman Financial Engines appoints Hanley as chief marketing officer; and more.

California , United-states , Americans , Ben-hoecherl , Philip-huberas , Megan-hanleyhas , Hutch-schafer , Cathy-marasco , Claudia-kaneas , Ben-loziernow , Stephen-nesbitt , Patrick-mahoney

Savant Wealth Management: Named to Inc. 5000 List

Savant Wealth Management: Named to Inc. 5000 List
wisbusiness.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from wisbusiness.com Daily Mail and Mail on Sunday newspapers.

United-states , San-antonio , Texas , America , Brent-brodeski , Scott-omelianuk , Team-savant , Savant-legal , Savant-wealth-management , Savant-wealth , Wealth-management , Savant-tax

RIA Roundup: Emigrant Partners Stakes MONECO Advisors

Emigrant adds 21st growth-oriented firm to portfolio of wealth management businesses, while 7 firms announced recruits or acquisitions this week.

Long-island , Tennessee , United-states , Westport , Connecticut , Maryland , Massachusetts , Rhode-island , Boston , Simsbury , New-jersey , New-haven

Lumiant, Invest Blue build digital advice platform

Invest Blue will provide Lumiant with $2 million in seed capital to develop a digital platform to boost client engagement.

Australia , Australians , David-stephen , Santi-burridge , Invest-blue , Savant-wealth , Virtual-business-partners ,

April 2023 Riskalyze Fintech Five

Riskalyze CEO Aaron Klein provides his take on the biggest news to hit advisor technology in the previous month.

Florida , United-states , Australia , Australian , Aaron-klein , Tricia-rothschild , Samantha-russell , Chris-dadej , Jason-wenk , David-kleinhandler , Michael-batnick , David-barnard

Meet the Exchange Advisor Council

Meet the advisors on the council helping to make Exchange 2024 the most important financial advisor event of the year.

United-states , Chicago , Illinois , Berkeley , California , Columbia-university , New-york , Gambia , Spain , Blackrock , Shorehaven , Kelley-school