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Many advisors have trained their clients to expect the kind of market volatility seen Monday. And while most aren’t making any sudden movements, some are tweaking asset allocations.
New York-based Focus Financial Partners Inc. has acquired Harrisburg, Penn.-based Roof Advisory Group, Inc. for its partner firm Fort Pitt Capital Group, LLC
Columbus-based Sweney Cartwright & Co. is closing after 86 years and merging with Boenning & Scattergood, a 56-advisor brokerage with an even longer legacy.