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Kinecta Wealth Management, the wealth arm of Kinecta Federal Credit Union, will switch firms by the end of the year.
April 10 -
After a quarter in which the institution helped the firm reap a record profit margin, the company followed rival Edward Jones in withdrawing its application.
August 1 -
The regional firm said it had won out over other candidates to provide investment program support to roughly 100 Comerica financial advisors.
March 6 -
The wealth programs in the channel are going through a significant shift amid major recruiting moves and consolidation, according to a consultant’s report.
May 2 -
Thanks to its newly started bank, Ameriprise's 10,000 financial advisers will soon start offering direct services like deposits and mortgages.
July 26