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- Trust Company of America Lands Matson’s Money - Wealth Management
Mark Matson, CEO and founder of Matson Money, a Scottsdale, Ariz -based RIA, recently moved his firm’s $7 6 billion in client assets from Schwab Advisor Services to Trust Company of America
- Origin Wealth Brings Matson Money to Canada
The 'strategic alignment' brings Matson’s portfolios and investment principles to a 'wide-open' market
- Advisor, and Bully Beater, Mark Matson, Coming Soon to PBS
Advisor, and Bully Beater, Mark Matson, Coming Soon to PBSJohn Byrne If you don’t know Mark Matson, CEO of Matson Money, a Cincinnati-based investment advisory firm with some $3 billion in AUM
- Merrill Lynch Says Adios to Retail Business in Puerto Rico
Merrill Lynch has pulled out of the retail securities business in Puerto Rico The firm sold its branch operations and client lists to Santander Securities Corp in late February for 15 million
- Feds Charge Fugitive Advisor for $10M Investment Fraud
Feds Charge Fugitive Advisor for $10M Investment Fraud Atlanta-based Christopher Burns went missing in September 2020 while being investigated by the SEC for allegedly defrauding dozens of clients
- Estate Planning Tech Transforms Advisor Growth - Wealth Management
Estate Planning Is the Growth Frontier Advisors Can't Afford to Ignore AI is making estate planning scalable, providing advisors the opportunity to maintain and develop relationships with the next
- Industry News Trends recent news | WealthManagement. com
Explore the latest news and expert commentary on Industry News Trends, brought to you by the editors of WealthManagement com
- Betterment Launches Solo 401 (k) for RIAs - Wealth Management
Betterment Pitches Solo 401 (k)s to RIAs The digital investment advisory and custodian says advisors were requesting an easier-to-manage retirement savings plan for self-employed clients
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