Author: awbfinancial4

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2024 And Beyond: Change Becomes Non-Negotiable

by Stephen Applebaum and Alan Demers — We cannot imagine a riskier undertaking than predicting the future given the totally unforeseeable events of recent years, the current state of the insurance industry and the...

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Morgan Stanley to Pay $249M to End Block Trade Probes

Passi’s attorney, George Canellos, said he was pleased the government didn’t pursue a criminal conviction of his client. “The settlements allow Mr. Passi and his family to move past two very difficult years of...

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Atria Wealth Boosts Assets by $12B

Through these partnerships, financial institutions “gain access to a robust suite of products and solutions tailored to their unique needs,” according to Kevin Mummau, co-head of Atria’s Financial Institution business. “Our blend of technology,...