According to records filed with the SEC, Arnold will retain 47,994 non-forfeited options with a price per share of $327.56. This totals about 15% of what he could have received if he had been terminated without cause.
Born out of a personal crisis during Hurricane Irma, Prismm was Martha Underwood’s solution to a pressing problem: secure, centralized access to critical documents.
TradePMR's Robb Baldwin outlines the value the deal brings to RIAs, including a more tech-driven referral program and back-office systems not built on legacy platforms.
Henry Hagenbuch, senior managing director, head of M&A at Lido Advisors, challenges common misconceptions about "day one” transformations, emphasizing the importance of gradual integration and alignment with a firm’s culture.
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