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RIA
Merit Buys $683M Triad Financial StrategiesMerit Buys $683M Triad Financial Strategies

Latest acquisition follows a $4 million technology overhaul bringing client data in-house. It adds two new offices and establishes Merit’s presence in the greater Seattle area.

byWealthManagement.com Staff
Oct 4, 2022
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1 Min Read
mercer advisors office
RIA
Mercer Advisors Buys $1B AUM Goldstein Munger + AssociatesMercer Advisors Buys $1B AUM Goldstein Munger + Associates
byWealthManagement.com Staff
Oct 4, 2022
1 Min Read
Kestra poer
Industry News & Trends
Oak Hill Capital Buys Out Stone Point’s Stake in KestraOak Hill Capital Buys Out Stone Point’s Stake in Kestra
byWealthManagement.com Staff
Sep 30, 2022
1 Min Read
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RIA
It's More About Market Domination, Not Diversification, in the Shifting RIA SpaceIt's More About Market Domination, Not Diversification, in the Shifting RIA Space
byAli Hibbs
Sep 30, 2022
1 Min Read
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RIA
Wealth Enhancement Group Buys $677M Hybrid RIA Bohmer KilcoyneWealth Enhancement Group Buys $677M Hybrid RIA Bohmer Kilcoyne
byAli Hibbs
Sep 29, 2022
1 Min Read
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RIA
RIA Edge Podcast: Carolyn Armitage on The Importance of Succession Planning for RIAsRIA Edge Podcast: Carolyn Armitage on The Importance of Succession Planning for RIAs
byMark Bruno
Sep 29, 2022
advisor phone money data finance
RIA
Secfi Launches RIA, Targets Startup Employees
Secfi Launches RIA, Targets Startup Employees
Sep 28, 2022
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1 Min Read
byJohn Kador
Minot Wealth Advisors
RIA
EP Wealth Advisors Acquires $1B Minot Wealth Management
EP Wealth Advisors Acquires $1B Minot Wealth Management
Sep 28, 2022
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1 Min Read
byAli Hibbs, Reporter
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RIA
Wealthies Circle: On the Red Carpet with Maria Bethel
Wealthies Circle: On the Red Carpet with Maria Bethel
Sep 28, 2022
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RIA
Concurrent Departs Raymond James to Form Multi-Custodial Hybrid Platform
Concurrent Departs Raymond James to Form Multi-Custodial Hybrid Platform
Sep 27, 2022
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1 Min Read
byAli Hibbs, Reporter
Focus Financial Office
RIA
Focus Financial Adds 88th Partner Firm; Sub-Acquires Insurance Firm
Focus Financial Adds 88th Partner Firm; Sub-Acquires Insurance Firm
Sep 26, 2022
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1 Min Read
byAli Hibbs, Reporter
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RIA
Pete Dorsey to Lead LPL's Institution Services
Pete Dorsey to Lead LPL's Institution Services
Sep 26, 2022
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1 Min Read
byDiana Britton, Moderator, Managing Editor
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RIA
Warren Buffett’s Granddaughter-in-Law Lili Joins JPMorgan Wealth
Warren Buffett’s Granddaughter-in-Law Lili Joins JPMorgan Wealth
Sep 23, 2022
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1 Min Read
byNur Dayana Mustak
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RIA
DeVoe Summit Deal-Makers Offer Advice to Would-Be Sellers
DeVoe Summit Deal-Makers Offer Advice to Would-Be Sellers
Sep 23, 2022
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1 Min Read
byAli Hibbs, Reporter
Miami skyline
RIA
Citadel’s Griffin Brings Billions to Miami With Political Winds at His Back
Citadel’s Griffin Brings Billions to Miami With Political Winds at His Back
Sep 21, 2022
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1 Min Read
byAmanda L Gordon
The Healthy Advisor Podcast with Diana Britton
RIA
The Healthy Advisor: Rebuilding Healthy Habits After Traumatic Loss With Jonathan DeYoe
The Healthy Advisor: Rebuilding Healthy Habits After Traumatic Loss With Jonathan DeYoe
Sep 21, 2022
byDiana Britton, Moderator, Managing Editor
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RIA
Private Advisor Group Brings $1B California Team Under RIA
Private Advisor Group Brings $1B California Team Under RIA
Sep 20, 2022
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1 Min Read
byDiana Britton, Moderator, Managing Editor
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RIA
Mariner Wealth Advisors Adds $256M Executive Wealth Counselors
Mariner Wealth Advisors Adds $256M Executive Wealth Counselors
Sep 20, 2022
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1 Min Read
byWealthManagement.com Staff
Focus Financial Office
RIA
$3B Beaumont Financial Partners Joins Focus Network
$3B Beaumont Financial Partners Joins Focus Network
Sep 16, 2022
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1 Min Read
byWealthManagement.com Staff
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Industry News & Trends
Ron Carson: ‘If It’s Not Broken, Break It’
Ron Carson: ‘If It’s Not Broken, Break It’
Sep 15, 2022
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1 Min Read
byAli Hibbs, Reporter
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RIA
$1.6B Wells Fargo Team Joins Sanctuary Wealth
$1.6B Wells Fargo Team Joins Sanctuary Wealth
Sep 15, 2022
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1 Min Read
byWealthManagement.com Staff
DFD Partners Founder Devon Drew
RIA
Former Wholesaler Says Data Platform Will Help Tackle Lack of Diversity in Asset Management
Former Wholesaler Says Data Platform Will Help Tackle Lack of Diversity in Asset Management
Sep 13, 2022
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1 Min Read
byDiana Britton, Moderator, Managing Editor
WealthManagement.com Industry Awards CEO Panel
RIA
RIA CEOs: Client Experience and Capabilities to Shape the Next 10 Years
RIA CEOs: Client Experience and Capabilities to Shape the Next 10 Years
Sep 8, 2022
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1 Min Read
byDiana Britton, Moderator, Managing Editor
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RIA
Sanctuary Taps Former Merrill Research Head as Chief Investment Strategist
Sanctuary Taps Former Merrill Research Head as Chief Investment Strategist
Sep 8, 2022
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1 Min Read
byDiana Britton, Moderator, Managing Editor
Nebo Product Lead Martin Tarlie
WealthTech
GMO Launches Portfolio Construction, Management Platform for RIAs
GMO Launches Portfolio Construction, Management Platform for RIAs
Sep 8, 2022
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1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
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RIA
Deals and Dealmakers: An M&A Deep Dive
Deals and Dealmakers: An M&A Deep Dive
Sep 7, 2022
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1 Min Read
byAli Hibbs, Reporter
401k real talk
Retirement
401(k) Real Talk Episode 32: September 7, 2022
401(k) Real Talk Episode 32: September 7, 2022
Sep 7, 2022
byFred Barstein, The Retirement Adviser University,
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RIA
HUB Buys Construction-Focused Benefits, TPA Firm in Upstate NY
HUB Buys Construction-Focused Benefits, TPA Firm in Upstate NY
Sep 7, 2022
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1 Min Read
byWealthManagement.com
mercer advisors office
RIA
Mercer Advisors Acquires Jordan Financial Strategies
Mercer Advisors Acquires Jordan Financial Strategies
Sep 7, 2022
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1 Min Read
byWealthManagement.com
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RIA
Snowden Lane Adds New Advisor Group, Custodian
Snowden Lane Adds New Advisor Group, Custodian
Aug 31, 2022
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1 Min Read
byAli Hibbs, Reporter
Goldman and Morgan Stanley Ease Covid Rules, Clearing Path to Desks
Industry News & Trends
Goldman and Morgan Stanley Ease Covid Rules, Clearing Path to Desks
Goldman and Morgan Stanley Ease Covid Rules, Clearing Path to Desks
Aug 31, 2022
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1 Min Read
byDavid Scheer (Bloomberg)
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RIA
CI Financial’s US Deal Spree Gets a Cold Shoulder From Investors
CI Financial’s US Deal Spree Gets a Cold Shoulder From Investors
Aug 30, 2022
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1 Min Read
byLayan Odeh (Bloomberg)
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RIA
Two Women-Led RIAs Merge With Bluespring Support
Two Women-Led RIAs Merge With Bluespring Support
Aug 30, 2022
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1 Min Read
byDiana Britton, Moderator, Managing Editor
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RIA
NAPFA Offers FP Transitions Program to Members
NAPFA Offers FP Transitions Program to Members
Aug 29, 2022
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1 Min Read
byAli Hibbs, Reporter
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RIA
Focus Partner Buckingham Strategic Wealth Acquires Dental-Focused RIA
Focus Partner Buckingham Strategic Wealth Acquires Dental-Focused RIA
Aug 29, 2022
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1 Min Read
byWealthManagement.com Staff

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