Deals & Moves: Motley Fool Hires Financial Planning Lead; AlphaCore Names Investment Strategist

Published on July 18, 2025

In other people moves, Franklin Templeton bolsters OCIO push with longtime Mercer investment leader, and the CFP Board names a professor of finance from Kansas State its next board chair-elect.

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Schwab Shares Rise on Strong Client Assets, Trading Updates

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Merge Ahead: Combining Irrevocable Trusts

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A practical guide to balancing fiduciary duties, beneficiary interests and tax efficiency.