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FINRA offers tips on managing vendor relationships

Relationships with vendors can make or break an advisor's business; FINRA officials and industry experts discuss best practices.

Brian carterSarah kwakCarmi moserExchange commissionRegs pSigma financial

More fee-for-service models, please!

More fee-for-service models, please!
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Dana rhodesGen zersAnn arborMichigan based axtellaSigma financialParkland securitiesSigma planningAxis world tour

RIA Roundup: Rockefeller Snags 26 from Merrill Lynch

Featured in Pt.1 of this week’s roundup: Rockefeller Global Family Office, MAI Capital Management, The AmeriFlex Group and Private Advisor Group.

United statesCity ofUnited kingdomMarc traversoJeffrey townerLisa capizziBrett howellTim chambersJohnd rockefellerGreg flemingBob drakeKarl heckenbergBrett thelanderDavid lundBob bleierGalway holdings

Hybrid IBD CoastalOne Rebrands to Realta

The firm also plans to broaden its appeal to a wider swath of advisors and beef up recruiting efforts.

Larry rothJoseph kuoKevin keefeMike zebrowskiBryan hanksCharles reilingYanniv bousnakisMadison capital groupAdvisor groupHaven tower groupRealta wealthOrange street holdingCape codOrange street holdingsKestra financialChief product

RIA Week-End Roundup: Snowden Lane Adds $200M in Assets with UBS Team

Snowden Lane adds UBS duo with $200M in assets, another rebrand is announced and women are named to key roles at Choreo, Lido and Carson.

New yorkUnited statesCovington burlesRobertson stephensLatham watkinsClaudia carmonaShawn whiteCraig bartlettDebra achkireKaren leeBurt whiteSmith buchananFrank fantozziRon carsonMarissa fox foleyBenny torres sanchez

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