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Beverly Hills, Calif.–based RIA Beverly Hills Private Wealth, launched Friday by a $1 billion Merrill Lynch breakaway team, has chosen Goldman Sachs Advisor Solutions as its sole custodian.
Mercer's second acquisition announced this week brings in a Cincinnati-based firm with founders looking for a succession plan and more client services.
With Florida acquisition, MAI Capital Management breaks into the retirement plan space, part of strategy to more than triple AUM over next four years; the firm also announced addition of Florida-based $140M AUM advisor.