| | | | | According to co-founder Phil Fiore, the Dynasty-backed firm will make four to six transactions per year, and is looking at the space between the Mississippi River and the East Coast; but the deals “have to be the right ones.” Read More > |
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| | | A knowledgeable focus on a narrow client niche with specific needs has fueled Geometric Wealth’s rapid growth and capacity challenges. Read More > |
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| | | In addition, Kestra snags an ex-Raymond James advisor and $5 billion RIA Sowell hires investment and M&A leaders. Read More > |
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| | | F2 Strategy will offer wealthtech implementations after acquiring MD Solutions. Read More > |
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