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Don’t Be Tempted By Pop-Up Estate Planning Schemes
Published on August 22, 2024
Stick with the basics when preparing for the high exemption sunset.
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AlphaTrAI advances wealth tech ambitions with Anchor acquisition
August 22, 2024
AlphaTrAI, an AI-focused provider of technology-driven services for the wealth and asset management industry, has inked a new deal to advance its ongoing growth strategy.The wealth tech company announced Thursday that it has acquired Anchor Advisory Services, a Plymouth, Massachusetts-based firm specializing in scheduling and sales management solutions for financial institutions.AlphaTrAI’s latest
Raymond James continues RJA recruitment streak with Morgan Stanley tandem
August 22, 2024
Raymond James has expanded its employee advisor channel yet again with a pair of experienced advisors from Morgan Stanley.The firm announced that it recently welcomed a team managing more than $360 million in assets, led by Gary Perl and Katie Janda.The former Morgan Stanley advisors joined Raymond James & Associates along with practice business manager Sharon Brown and client service associate El