Acquisitions By Sequoia, Allworth, F.L.Putnam, Creative Planning, Apella, CAPTRUST And Corient; Investment By Vistria In Curi Capital; Recruiting By Cresset And NewEdge; And Leadership Changes At Hightower And Merit
M&A By Wealth Enhancement, Concurrent, Waverly, Hightower, Procyon And NorthRock; Recruiting By Raymond James, HB Wealth, Uniting, Kestra And Cetera; And An Appointment By Concorde
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