Sallie Krawcheck Steps Down From Ellevest, Citing Health

Published on December 11, 2024

Krawcheck, a former wealth exec at Citi and Morgan Stanley, will pass the reins to two co-CEOs.

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How Artificial Intelligence Can Transform Your Practice

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Here are six key areas where AI can make a transformative impact on financial advisory practice.

MarketCounsel Hires Paul Lally as Head of Business Solutions

December 11, 2024
Lally, who announced the news from The MarketCounsel Summit stage, will be responsible for helping RIA clients meaningfully engage with the firm’s products and services.