InvestmentNews
The digital assistants will be driven by Microsoft’s Azure OpenAI Service.
Engrave Wealth Partners, based in The Woodlands, has 10 team members.
Frank Durrum operates as Durrum Wealth Management in Mount Pleasant, Texas.
Flourish aims to facilitate RIAs’ access to annuities.
Doll, who succeeds Mike Kern as the faith-based investment management firm's CEO, will continue to serve as its chief investment officer.
Many advisors are leaving, disillusioned by what they consider prohibitive pay grids and a lack of flexibility.
BridgePort Financial Solutions can provide smaller RIAs with support in areas such as technology, practice management and outsourcing.
The deal for River Glen Wealth Counselors adds to the firm’s presence in the central U.S.
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The Cypress Group will operate out of RBC’s office in Wilmington, North Carolina.
