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Integrations, analytics and measured innovation are the guidelines the former AssetMark CEO will follow in stitching together the firm’s bundle of businesses into a unified wealthstack.

Ahead of Thanksgiving, Osaic-affiliated AmeriFlex added two teams in four states and Steward Partners moved into Georgia.

Avantax CEO Chris Walters is expected to depart following the deal’s closing.

On the heels of its move to NYC, RCG won awards for ‘deal of the year’ and ‘firm of the year’ from The M&A Advisor.

The national healthcare advisory firm will merge its wealth management business, Curi Capital, with RMB.

While his travel may be limited, Morgan Stanley Co-President Andy Saperstein says he plans to keep working during treatment.

Rothschild, a former Morningstar and Apex executive, joins the global PE firm as an operating partner to help identify opportunities in the wealthtech space.