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Pennsylvania Advisor Who Used Client Funds on Country Club Dues Gets 8 Years in Prison

Wealth Management

Mason, who ran Rubicon Wealth Management, a registered investment advisor in Gladwyne, Pa., She's also the host of The Healthy Advisor , a podcast focused on advisor health and wellbeing. Q&A: &Partners Founders Discuss the Power of Answering Advisor Calls at 5:30 a.m. Registered in England and Wales.

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Fynancial Wins 'Best in Show' at Wealth Management EDGE Tech Demos

Wealth Management

WealthManagement.com is part of the Informa Connect Division of Informa PLC INFORMA PLC | ABOUT US | INVESTOR RELATIONS | TALENT This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales.

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Deals & Moves: Focus Partners Wealth Merges in $5.6B California RIA

Wealth Management

Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all thumbnail Career Moves J.P. She's also the host of The Healthy Advisor , a podcast focused on advisor health and wellbeing.

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Bluespring Merges Two Texas-Based Firms to Create $1.4B RIA

Wealth Management

RIA SilverStar Wealth moves from being a Kestra-affiliated firm to being part of Bluespring’s Texas-based LifeBridge Financial Group. According to a spokesperson, his firm will continue operating under its name for the foreseeable future, but will eventually change to LifeBridge Financial Group. Registered in England and Wales.

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Mariner Hires M&A Lead Rob Sandrew to Oversee $40B Independent Channel

Wealth Management

Mariner is seeking to bolster its independent registered investment advisor channel by hiring Rob Sandrew to oversee the division, which includes more than 1,100 advisors and about $40 billion in client assets. AUM from UBS RBC Attracts Three Advisors Totaling $1.1B AUM from UBS RBC Attracts Three Advisors Totaling $1.1B

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Steward Partners Acquires $1.1B Bay Area Firm

Wealth Management

based registered investment advisor with $1.1 She's also the host of The Healthy Advisor , a podcast focused on advisor health and wellbeing. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Number 8860726. Seo and a team of about 10.

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Our Technology Columnist's Takeaways from Wealth Management EDGE

Wealth Management

The services they offer are great differentiators and help make advisors a go-to resource for navigating the intricacies of retirement income planning (which is very complex), healthcare-cost planning (a too often overlooked major expense), and as an end-of-life services guide (in the case of bQuest). Registered in England and Wales.