Latest News for: Fiduciary scale

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Jury: Bookkeeper guilty of embezzling hundreds of thousands of dollars from longtime employer

Steamboat Pilot 09 Mar 2024
“The sheer scale of the theft here was staggering and involved an egregious breach of personal trust and fiduciary duty,” District Attorney Matt Karzen said in a statement after the jury issued its verdict ... .
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St. Louis wealth-management firm expands to Boulder

Daily Camera 07 Mar 2024
A Boulder wealth-management firm has merged into St ... “While keeping the client-first benefits of operating as an independent fiduciary, we gain large-scale resources that will enhance our clients’ experience ... © 2024 BizWest Media LLC ... St ... Share this. ... .
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Money shifting, excuses, head-scratching questions: The story behind CRC's fall

Democrat & Chronicle 07 Mar 2024
"(Paradiso) had gotten commendations from all these organizations, she was doing this important (anti-violence) work, and she was the fiduciary for a lot of other organizations.".
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Moneta Merges in Third Colorado Firm, Expanding National RIA into Boulder

Hastings Tribune 06 Mar 2024
“While keeping the client-first benefits of operating as an independent fiduciary, we gain large-scale resources that will enhance our clients’ experience ... “We solved the equation of succession and scale for ourselves.
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Orion, DPL Team Up to Bring Commission-Free Annuities to Advisors

The Eagle-Tribune 27 Feb 2024
... access annuity and insurance solutions to meet needs in the financial plan, strengthen client relationships, and scale their business as part of their fiduciary process and existing workflow.”.
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What Are Exempt Reporting Advisers (ERAs)?

Index-Journal 08 Feb 2024
SmartAsset's free tool can match you with up to three fiduciary advisors who serve your area ... The primary distinctions between ERAs and RIAs lie in their registration requirements and the scale of their operations.
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China's trust asset rises with more emphasis on investment functions

People Daily 06 Jan 2024
Yuan Tian, a special researcher with the association, said the investment function of trust assets has been significantly enhanced, and the trust industry is more focused on fiduciary services.
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Draft rules on data protection to be shared this week: MoS Chandrasekhar

Hindustan Times 21 Dec 2023
In the proposed rules, the data fiduciary will be required to inform the DPB immediately in case of a personal data breach along with details of the scale of the breach.
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KEYBANK INSTITUTIONAL ADVISORS LAUNCHES KEY 401(k) POOLED EMPLOYER PLAN

The Joplin Globe 12 Dec 2023
As a single consolidated plan, the PEP provides for a substantial reduction in the administrative burden and fiduciary risks for employers, while providing potential economies of scale pricing and access to professional plan management.
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tru Independence Selects Opto Investments to Provide Private Market Opportunities for Advisors

The Roseburg News-Review 15 Nov 2023
“We pride ourselves on providing fiduciary advisors with the best combination of client service, human talent and fintech,” said Craig Stuvland, founder and CEO of tru Independence ... at scale.
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Envestnet Launches Envestnet Retire Complete--Providing Advisors Access to a Competitive Retirement Savings Program for Clients

Victoria Advocate 14 Nov 2023
"Our 3(38) fiduciary service and investment selection methodology, along with Empower's retirement services market leadership and scale, have created an opportunity for advisors to help businesses ...
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BrightPlan Introduces Technology Partnership with UKG

Longview News-Journal 03 Oct 2023
Product integration automates employee data management and scales HR teams, driving enhanced employee well-being and engagement ... to deploy at scale while delivering personalization for employees.
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CI Private Wealth rebrands as Corient

Hastings Tribune 01 Aug 2023
“The unified Corient brand clarifies for clients that they benefit from the expertise of our entire network and the expanded services and capabilities made possible by our greater size and scale,” Mr.
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BrightPlan Launches Total Rewards Statement for Employees

Victoria Advocate 13 Jul 2023
Its unique combination of digital platform and financial planners enables employers to deploy at scale while delivering personalization for employees ... by the Centre for Fiduciary Excellence (CEFEX).
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Michael Campbell Joins Pretium as Senior Managing Director, Head of International Real Estate

Victoria Advocate 13 Jul 2023
"It has been a privilege to work with a number of esteemed investor-fiduciaries in our industry. Pretium's innovative approach coupled with the scale the firm has achieved since its founding are a testament to its talented team," said Mr.

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In this photo provided by the Ukrainian Emergency Service, rescuers work at the site of a Russian missile strike in Chernihiv, Ukraine, Wednesday, April 17, 2024.
AP / Ukrainian Emergency Service via AP Photo
FILE — Former South African President Jacob Zuma addresses supporters of the newly formed uMkhonto weSizwe Party (MK Party) in Durban, South Africa, Wednesday, March 27, 2024. South Africa's election commission has ruled that Zuma is not eligible to run in upcoming elections because of Zuma's criminal record. He was sentenced to 15 months in prison in 2021 for defying a court order to appear before a judicial commission that was investigating corruption allegations during his presidency. (AP Photo, File)
AP / Copyright 2024 The Associated Press. All rights reserved.
In this photo provided by the Ukrainian Emergency Service, firefighters put out a fire after Russia's missile attack in Kharkiv, Ukraine, Sunday, Dec. 31, 2023.
AP / Ukrainian Emergency Service via AP
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