Articles tagged "Wade Spencer"
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Randy Bullard won the job to build Hightower’s first centralized investment platform but winning RIAs may be bigger challenge
The Chicago rollup's new, $324 billion platform is for 'it-can't-won't-be-forced on' advisors, but the ex-Charles River executive is ready to take on the challenge.
September 5, 2025 at 2:32 AM
Allworth gets its man in John Bunch, who takes over as CEO 'with bases loaded and nobody out' but faces a high bar
Co-founders Scott Hanson and Pat McClain of the $18-billion RIA got the former TD Ameritrade retail chief on his way home from a stint in the UK
October 13, 2023 at 2:06 AM
Massachusetts Privacy Laws got toned down [some] but they're still a compliance headache
Here are 12 questions asked and answered about the intensive new regulations
May 17, 2010 at 4:27 AM
Fidelity delivers a white paper and a warning to RIAs regarding new cost-basis rules
Multi-custody arrangements and third party platforms can lead to troublesome data fragmentation, the Boston custody giant says
