Finance News
Pitcairn Names New CEO
Pitcairn CEO Leslie Voth is passing the torch of the century-old firm to Andrew Busser in November.
By NB
Sep 27, 2023
LPL Opens Acquisition Model to External Advisors
LPL's 'liquidity and succession' program aims to ease the economic burden of internal succession for practices, while capturing a larger share of the independent advisory market.
By NB
Sep 27, 2023
Carson Tech Council Seeks to Create AI-enabled 'Cyborg Advisors'
Carson Group replaced its chief technology officer with a four-person technology team as the firm moves to embrace AI-enabled efficiencies.
By NB
Sep 27, 2023