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Blog
October 20th, 2026
The Securities and Exchange Commission (SEC) approved a FINRA rule change that will allow brokers and their firms to include performance projection...
Read More about SEC Approves FINRA Rule Change Allowing Performance Projections in Broker Marketing
October 19th, 2026
A billion-dollar advisory team, the Kellam Group, has left Truist Bank, for Rockefeller Global Family Office in Naples, Florida.
Read More about Rockefeller Recruits $1.2 Billion Truist Team in Naples
October 15th, 2026
Shook Research has rebranded as Veritant and plans to resume its advisor rankings with Forbes later this year.
Read More about Shook Research Rebrands as Veritant and Plans Return of Forbes Advisor Rankings
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