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The WealthStack Podcast: Making Data Actionable

Scott Leak of FP Transitions describes what kind of data should advisors be looking at when it comes to making major decisions or transitions.

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Stock Market | FinancialContent Business Page

Stock Market | FinancialContent Business Page
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FP Transitions, Live Oak Bank & Advisor Circle Champion

FP Transitions, Live Oak Bank & Advisor Circle Champion
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Former TD Ameritrade Exec Scott Leak Lands at FP Transitions

RIA consulting firm FP Transitions has tapped Scott Leak, who was let go from Schwab in the wake of its integration of TD Ameritrade, as a senior consultant.

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Schwab Makes More Job Cuts, Including RIA Custody Sales Execs

Schwab Makes More Job Cuts, Including RIA Custody Sales Execs
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