Finance News

Fiducient Advisors President Mark Wetzel to Retire

Chief Revenue Officer Mike Goss will replace Wetzel at the end of next week.

logo.png  By NB  May 1, 2024

Focus Financial Names Michael Nathanson CEO

Nathanson, Focus' president and CEO of The Colony Group, takes over for interim CEO Dan Glaser.

logo.png  By NB  May 1, 2024

Successful Founder Buyouts – A Case Study

With careful planning, an owner buyout can benefit all parties.

logo.png  By NB  May 1, 2024

Former Ameriprise Rep Sentenced To 5 Years in Prison For $1.2M Fraud

Dusty Sternadel pleaded guilty to wire fraud in January in connection with a scheme that stole from at least 10 clients, most of whom were elderly, according to the DOJ.

logo.png  By NB  May 1, 2024

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