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Las Vegas-based Latus Group was founded by a former police officer.
The industry has largely moved on from investment-centric presentations to more human-centric, interactive experiences, but it seems advisors aren’t yet fully seizing this opportunity.
The product arrives as a provision of the SECURE 2.0 Act goes into effect that makes workers' qualified student loan repayments eligible for 401(k) matching contributions from their employers.
Don’t miss the chance to be part of InvestmentNews’ first-ever showcase of financial planning softwares and CRM platforms.
Four advisors and three staffers will join Allworth as a result of the acquisitions.
The board for the new firm, Tifin AG, includes financial industry vets from Focus Financial and J.P. Morgan.
Bay City, Michigan-based Maier & Associates includes members of three generations of the Maier family.
New York City-based GKB & Associates includes five advisors.
InvestmentNews begins its search for the best financial planning softwares and CRM platforms in the industry.
