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RIA
Ten to Watch in 2022: Caitlin CookTen to Watch in 2022: Caitlin Cook

Caitlin Cook is Head of Community at Onramp Invest, Vice president of Operations at Onramp Academy, host of “Chicks of Fintwit” podcast

bySamuel Steinberger, Senior Technology Editor
Nov 2, 2021
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1 Min Read
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RIA
Ten to Watch in 2022: Ben CruikshankTen to Watch in 2022: Ben Cruikshank
bySamuel Steinberger
Nov 2, 2021
1 Min Read
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RIA
Ten to Watch in 2022: James DilworthTen to Watch in 2022: James Dilworth
byDiana Britton, Moderator
Nov 2, 2021
1 Min Read
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RIA
Ten to Watch in 2022: Gurbir S. GrewalTen to Watch in 2022: Gurbir S. Grewal
byPatrick Donachie
Nov 2, 2021
1 Min Read
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RIA
Ten to Watch in 2022: Shachar KarivTen to Watch in 2022: Shachar Kariv
bySamuel Steinberger
Nov 2, 2021
1 Min Read
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RIA
Ten to Watch in 2022: Kristen KimmellTen to Watch in 2022: Kristen Kimmell
byDiana Britton, Moderator
Nov 2, 2021
1 Min Read
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RIA
Ten to Watch in 2022: Melanie Senter Lubin
Ten to Watch in 2022: Melanie Senter Lubin
Nov 2, 2021
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1 Min Read
byPatrick Donachie, Senior Reporter
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RIA
Ten to Watch in 2022: Matt Reiner
Ten to Watch in 2022: Matt Reiner
Nov 2, 2021
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1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
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RIA
Ten to Watch in 2022: Gabe Rissman
Ten to Watch in 2022: Gabe Rissman
Nov 2, 2021
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1 Min Read
byDiana Britton, Moderator, Managing Editor
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RIA
Ten to Watch in 2022: Niharika Shah
Ten to Watch in 2022: Niharika Shah
Nov 2, 2021
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1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
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RIA
Editor's Letter: The Ten to Watch—Yes, Another List, but Different
Editor's Letter: The Ten to Watch—Yes, Another List, but Different
Nov 2, 2021
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1 Min Read
byDavid Armstrong, Executive Director, Content and User Engagement at WealthManagement.com
Ten to watch in 2022 wealthmanagement.com
RIA
The Ten to Watch in 2022
The Ten to Watch in 2022
Nov 2, 2021
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11 Slides
byWealthManagement.com Staff
LPL Financial
RIA
LPL Recruits $13B in Q3 as New Affiliation Models Appeal to Advisors
LPL Recruits $13B in Q3 as New Affiliation Models Appeal to Advisors
Nov 1, 2021
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1 Min Read
byDiana Britton, Moderator, Managing Editor
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RIA
DeVoe: RIA Valuations Are at Historic—but Appropriate—Highs
DeVoe: RIA Valuations Are at Historic—but Appropriate—Highs
Oct 29, 2021
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1 Min Read
byDiana Britton, Moderator, Managing Editor
businessmen briefcases
RIA
Axos Clearing Poaches CFO From Securities America
Axos Clearing Poaches CFO From Securities America
Oct 28, 2021
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1 Min Read
byDiana Britton, Moderator, Managing Editor
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RIA
Advisor Innovations: Brian Hamburger on The Advisor Transition Game
Advisor Innovations: Brian Hamburger on The Advisor Transition Game
Oct 27, 2021
byDavid Armstrong, Executive Director, Content and User Engagement at WealthManagement.com
gina-haspel.jpg
RIA
Ex-CIA Director Joins Law Firm to Advise Super-Rich on Risks
Ex-CIA Director Joins Law Firm to Advise Super-Rich on Risks
Oct 21, 2021
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1 Min Read
byBen Stupples
CI Financial
RIA
CI Financial Acquires $3.4B Multi-Family Office RIA
CI Financial Acquires $3.4B Multi-Family Office RIA
Oct 21, 2021
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1 Min Read
byDiana Britton, Moderator, Managing Editor
Transparency with Diana B podcast
RIA
Transparency with Diana B.: The Road to Recovery
Transparency with Diana B.: The Road to Recovery
Oct 20, 2021
byDiana Britton, Moderator, Managing Editor
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RIA
Exclusive: Hightower Invests in $700M Georgia RIA
Exclusive: Hightower Invests in $700M Georgia RIA
Oct 14, 2021
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1 Min Read
byDiana Britton, Moderator, Managing Editor
mergers fish money
RIA
RIA Buyers Move Upstream As M&A Continues To Shatter Records
RIA Buyers Move Upstream As M&A Continues To Shatter Records
Oct 14, 2021
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1 Min Read
byDiana Britton, Moderator, Managing Editor
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RIA
Captrust Acquires $2.6B Texas RIA Covenant Family Offices
Captrust Acquires $2.6B Texas RIA Covenant Family Offices
Oct 13, 2021
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1 Min Read
byDiana Britton, Moderator, Managing Editor
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RIA
Hightower’s Fairport Acquires $500M FMA Advisory
Hightower’s Fairport Acquires $500M FMA Advisory
Oct 7, 2021
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1 Min Read
byDiana Britton, Moderator, Managing Editor
Hightower office logo
RIA
Hightower Invests in $1B Florida RIA Landsberg Bennett
Hightower Invests in $1B Florida RIA Landsberg Bennett
Oct 5, 2021
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1 Min Read
byDiana Britton, Moderator, Managing Editor
mercer-advisors
RIA
Mercer Acquires $1.5B RIA Quest Capital Management
Mercer Acquires $1.5B RIA Quest Capital Management
Sep 29, 2021
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1 Min Read
byDiana Britton, Moderator, Managing Editor
Lori Hardwick
RIA
Lori Hardwick To Lead Vestwell Board
Lori Hardwick To Lead Vestwell Board
Sep 29, 2021
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1 Min Read
bySamuel Steinberger, Senior Technology Editor
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RIA
Komansky, CEO Who Led Merrill’s Global Growth, Dies at 82
Komansky, CEO Who Led Merrill’s Global Growth, Dies at 82
Sep 28, 2021
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1 Min Read
byLaurence Arnold and Katherine Doherty
Commonwealth Financial Network
RIA
Commonwealth Snags Former Dynasty CCO to Lead RIA Compliance
Commonwealth Snags Former Dynasty CCO to Lead RIA Compliance
Sep 21, 2021
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1 Min Read
byDiana Britton, Moderator, Managing Editor
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RIA
Former Merrill Team, Backed by Dynasty, Launches Nilsine Partners
Former Merrill Team, Backed by Dynasty, Launches Nilsine Partners
Sep 21, 2021
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1 Min Read
byDiana Britton, Moderator, Managing Editor
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RIA
Exclusive: LPL Recruits First Independent Practice Into SWS
Exclusive: LPL Recruits First Independent Practice Into SWS
Sep 20, 2021
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1 Min Read
byDiana Britton, Moderator, Managing Editor
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RIA
Transparency with Diana B.: Empowering Women to Take Control of Their Finances
Transparency with Diana B.: Empowering Women to Take Control of Their Finances
Sep 15, 2021
byDiana Britton, Moderator, Managing Editor
focus financial
RIA
Focus Financial’s Connectus Acquires $3B Connecticut RIA
Focus Financial’s Connectus Acquires $3B Connecticut RIA
Sep 14, 2021
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1 Min Read
byDiana Britton, Moderator, Managing Editor
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RIA
Wells Fargo Advisors Go Indie With LPL's Breakaway Affiliation Model
Wells Fargo Advisors Go Indie With LPL's Breakaway Affiliation Model
Sep 13, 2021
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1 Min Read
byDiana Britton, Moderator, Managing Editor
Wealth Enhancement Group
RIA
Wealth Enhancement Group Acquires $4.7B North Carolina Firm
Wealth Enhancement Group Acquires $4.7B North Carolina Firm
Sep 9, 2021
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1 Min Read
byPatrick Donachie, Senior Reporter
Hightower office logo
RIA
Hightower Takes Stake in $1.5 Billion Virginia Firm
Hightower Takes Stake in $1.5 Billion Virginia Firm
Sep 7, 2021
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1 Min Read
byPatrick Donachie, Senior Reporter

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