| | Mercer claims the owners of an RIA it acquired took the funds from the sale and headed to the golf course. Read More > | |
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| The investment allows Credent to maintain its advisor ownership, and bring back its shared services platform. Read More > | |
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| Advisors Josh Linton and Mike Koltz join from LPL Financial, where they led the wealth management business for a community bank. Read More > | |
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| Managers favored strategies that would protect them from economic and political volatility. Read More > | |
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