Monthly Archive: January 2024

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Osaic Added $22B in Assets in 2023

Osaic, formerly Advisor Group, said it added about $22 billion in client assets in 2023 to its roughly $500 billion in total assets. That’s down sharply from the prior year, when the firm brought...

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JPMorgan to Hire This Year on Wealth, Dealmaking Revival

Morgan Stanley had to set aside $353 million in severance cost last year, while Goldman Sachs Group Inc. said its number of staff decreased 7% during 2023, which reflected a “headcount reduction initiative” across...

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Foxquilt Announces Strategic Collaboration with Markel

North American digital MGA Foxquilt will broaden distribution of their proprietary insurance products in the US through a key collaboration with Markel Toronto, ON (Jan 25, 2024) – Foxquilt, a leading North American company...

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Bob Doll Named Crossmark CEO

Crossmark Global Investments announced that its chief investment officer, Bob Doll, has taken on the additional role of president and chief executive officer, effective Tuesday. Doll, a 44-year industry veteran known for his annual 10...

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10 major causes of distracted driving

Whether you’re driving professionally or on your own time, minimizing these causes of driving distracted can help save lives Toronto, ON (Dec. 19, 2023) – Understanding that drivers are human and can create a...