Updated Saturday, April 19, 2014 as of 8:44 PM ET
Planners Get Cash to Take Divorce Workshop National
A 25-year-old divorce workshop founded and run by two planners in San Diego has received funding from a former attendee to enhance its website, with an eye to going national.
“We recognize not everyone can get to a workshop,” says Elizabeth Bryan, outreach coordinator for the Second Saturday workshops, run by the nonprofit Women’s Institute for Financial Education, founded by planners Candace Bahr and Ginita Wall. “Now that we have the finances we are rallying everyone into a community for a more global effort.”   more »
More in Boutiques
JPMorgan Chase & Co. reached a $13 billion deal with the U.S. Justice Department that ends probes into the bank’s sale of mortgage bonds, the largest amount paid by a financial firm in a settlement with the government. more »
Deutsche Bank's Chip Packard and Haig Ariyan discuss lessons the industry learned in the past five years. more »
Stifel Financial, the brokerage that bought boutique investment bank KBW Inc., said it’s closing its Canadian operations. more »
Boutique and hybrid models are poised for growth as larger firms cede market share, according to a new Cerulli report more »
Credit Suisse Group AG said it’s increasing the proportion of assets under management from super- rich clients, helping to boost profit margins at Switzerland’s second-largest wealth business. more »
J.P. Morgan Securities announced Wednesday it has added eight advisors to its offices in Boston, New York City, and Florham Park, N.J. more »
Piper Jaffray announced Wednesday that it will acquire Seattle-Northwest Securities, pending shareholder approval at Seattle-Northwest. The deal is expect to close in the second half of 2013. more »
Martim de Arantes Oliveira will be responsible for driving the growth of Ascent’s new office, which will open this summer. more »
Honoring the Top Branch Managers of 2013

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