After more than three decades in practice, Ron Davidson, who broke down barriers as one of the first Black independent financial advisors, found his successor with the help of LPL’s diversity and inclusion initiative. He retires on April 1.
Mary Trump sued in September claiming her aunt and two uncles conspired for decades to skim tens of millions of dollars off her inheritance after her father and then her grandfather died.
Twelve months after two American Century products became the first to launch in the U.S., the 24 funds now in existence have lured about $1 billion in flows.