Wealth Management industry news covering the financial markets, trends and wealth professionals.
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Harris Baltch and Jack Petersen, co-founder and managing partner of Summit Trail Advisors, delve into integration best practices, common pitfalls that buyers should be aware of to be successful on their next deal and more.
Cetera completes its acquisition of Voya’s financial planning channel, which will join the firm’s regional director model and be rebranded Cetera Wealth Partners.
The investment firm started by the wealthy heirs to the Hyatt Hotel fortune had been looking to make an investment in wealth management for several years.