Finance News
WealthStack Roundup: SmartAsset Launches Marketing Platform
In addition to SmartAsset’s news, Advzyon has hired a Morningstar and Schwab veteran and F2 has acquired a marketing firm.
By NB
Mar 7, 2024
Organic Growth Strategy Can Be the Ultimate Hedge for RIAs
Of all the options, organic growth allows advisors to retain the most autonomy and freedom from relying on luck or the whims of deal partners
By NB
Mar 7, 2024
Estate of Hilton Heir Challenges $1.2B Tax Bill
Barron Hilton died in 2019, leaving 97% of his fortune to the family foundation. Some of his children weren't thrilled.
By NB
Mar 7, 2024
Former Merrill Lynch Exec Don Plaus to Resurface at Citi
Plaus, who announced his retirement from Merrill Lynch last February, will lead Citi Private Bank North America. He succeeds Halé Behzadi, who will be retiring at the end of March.
By NB
Mar 7, 2024