Wealth Management industry news covering the financial markets, trends and wealth professionals.
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Integrated Partners, a fast-growing RIA built on a CPA-affiliation model, makes its first full acquisition—a $2.25 billion Southern California RIA—as the firm embarks on 'deliberate' M&A growth strategy.
CI Financial is still set to take its U.S. business public and pay down debt on its Canadian businesses in 2023, said CEO Kurt MacAlpine—while a stateside shopping spree may be slowing.
Federal Reserve officials said the inflation in the US is resulting from a complex set of unprecedented conditions, and that it may take time to decelerate.
Plan4Life's Elder Planning Specialist Program can help reps deal with the array of issues facing elderly investors, from Medicare planning to long-term care needs.