Tagged: News

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California Replaces a Trust Investment Law

What You Need to Know The Uniform Law Commission approved the UFIPA model in 2018. California has become the seventh state to enact the model. Banking groups and groups representing trust and estate lawyers...

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Raymond James to Reorganize Employee Advisor Channel

“Our culture of thinking long-term in regard to succession planning has allowed for a thoughtful reimagining of divisional leadership with highly qualified individuals,” Elwyn said. Allison will be succeeded as division director by Bert...