LPL Adds $1.15B Wells Fargo FiNet Team in California

Published on February 27, 2025

Townsgate Wealth Management, founded in 2016, has grown into an ensemble practice serving wealthy investors.

       
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Betterment Launches Solo 401(k) Solution for Indie Advisors and Business Owners

February 27, 2025
The financial advisory firm's digital retirement product features paperless account opening and no setup fees.      Related StoriesSlott, Levine: How to Avoid a Potential Inheritance NightmareUnum Finds Reinsurer for Block of Individual Long-Term Care PoliciesSenate Panel OKs Labor Secretary Nominee

Florida's DeSantis Pushes Unusual Plan to Abolish Property Taxes

February 27, 2025
The proposal would require a constitutional amendment and overhauls of both state and local government budgets.