James

Trump Prosecutor Targeting NY’s Letitia James Is Disqualified

Auto Insurance /
Trump Prosecutor Targeting NY’s Letitia James Is Disqualified

Another Trump administration effort to punish a political opponent is in legal limbo after a federal judge disqualified the US attorney in Albany, New York, investigating state Attorney General Letitia James. John Sarcone, the acting US attorney for the Northern District of New York, wasn’t properly appointed to his position, US District Judge Lorna Schofield […]

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Cetera, LPL, and Raymond James Bolster RIA Channels

Real Estate Buying & Selling /
Cetera, LPL, and Raymond James Bolster RIA Channels

Some of the country’s largest broker/dealers added financial advisors overseeing a combined $914 billion to their registered investment advisor affiliation channels. In the past couple of weeks, Cetera Financial Group, LPL Financial and Raymond James have poached from competitors Commonwealth, Edward Jones and B. Riley Wealth, even as they compete in a market with acquisitive

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WealthStack Podcast: WealthTech Select’s James Cantwell

Real Estate Buying & Selling /
WealthStack Podcast: WealthTech Select's James Cantwell

Decision paralysis is one of the biggest silent killers of RIA growth. With hundreds of tech tools, endless surveys and no clear roadmap, many firms freeze instead of scaling. The result? Wasted time, poor implementations and missed opportunities to run their practices like true businesses. In this episode of The WealthStack Podcast, host Shannon Rosic

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