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Cetera announced its first nonhybrid RIA acquisition this week, while Hightower and Wealthspire both added a billion dollars in assets and Mercer, Kestra and tru Independence all announced deals.
Also, Vinay Mehta was appointed CTO at Smarsh, Archer and Brooklyn Investment Group partner to provide AI-powered custom direct indexing and ReachStack launches AI-powered Advisor Sales Intelligence.