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Wealth Management
Altruist Walks Back New Fees
Company founder Jason Wenk called the published fee hikes a “miscommunication” and “embarrassing.”
Holly Deaton
April 4, 2024
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Wealth Management
NAIFA Releases Scathing Remarks on DOL’s ‘Hasty’ Fiduciary Rule
NAIFA said the rule would force retirement planners into a fee-for-service model.
Holly Deaton
April 25, 2024
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Wealth Management
Custodian Altruist Raises $169 Million in Series E
Altruist is now valued at more than $1.5 billion.
Holly Deaton
May 2, 2024
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Wealth Management
Ron Carson Steps Down as Carson Group CEO
Holly Deaton
April 9, 2024
