| | | | | At the beginning of next year, Schaben will move to Ron Carson's family office as CEO. Read More > |
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| | | In a statement, CEO Burt White lauded Shepherd’s commitment to the company and said the firm supports her decision to “focus on her family.” Read More > |
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| | | WEG, which had $4 billion in brokerage assets with LPL, is the second “strategically misaligned" large OSJ to separate from the IBD. Read More > |
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| | | The latest acquisitions by Modern Wealth, co-founded by a trio of former United Capital executives, bring its total to 13 deals since its launch in April 2023. Read More > |
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| | | Trinity Financial Partners President Robyn E. Jameson will become a managing director and partner at the $12 billion Atlanta-based Merit after the deal. Read More > |
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| | | Oregon-based Doug Lindsey and Greg Trost, who operate out of Los Angeles, have known each other for over 40 years and are joining forces to create the Lindsey-Trost Group of Steward Partners. Read More > |
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| | | The new hires, who come from various firms, have joined the multi-custodial hybrid RIA co-founded by CEO Nate Lenz. Read More > |
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| | | Serenus Wealth Advisors, a $1.2 billion RIA launched in July by former Certuity advisors, has gone back to that firm to recruit Graham K. Mandl. Read More > |
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| | | Nikki Bell joins BridgePort Financial Solutions, the RIA launched by Cambridge earlier this year, from Wealthspire. Read More > |
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| | | The acquisitions of Atlas Financial and Newport Advisory add $878 million in assets to the firm. Read More > |
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| | | The recent SEIA acquisition brings Canon Price, founder of $300 million AUA RIA Beverly Investment Advisors, back to the firm where she started her career three decades ago. Read More > |
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