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Newsmakers & Roundups
Top news condensed from across the wealth management space
Notes from Larry: I’ve assembled my personal picks of top news throughout the wealth management space – And why you should care.
96 posts
Recruitment Roundup: Concurrent, Integrated Partners, Merit, Atria And More
Atria Partners With Harvard Credit Union, Commonwealth Recruits Aegis Consulting, Integrated Partners Adds Two Teams, Merit Acquires Planned…
Atria Recruits Harvard University Employees Credit Union
Atria’s Credit Union-Focused Broker-Dealer Subsidiary CFS Signs Multi-Year Deal To Support Harvard University Employees Credit Union, With Over…
Recruitment Roundup: Atria, Goldman, Cetera, Adviser Investments And More
Atria’s CUSO Partners With Mobiloil, Prime Capital Custodies With Goldman Sachs, Cetera Appoints Mike Durbin CEO, Adviser Investments…
Choreo Launches Alliance Program For CPAs And Financial Advisors
Choreo Will Provide Revenue-Sharing Compensation To Participating CPA Firms Chicago-based Choreo launched its Choreo Partner Alliance program, which…
Sanctuary Recruits $200 Million Crescent Harbor From Merrill Lynch
Jersey City-Based Crescent Harbor Private Wealth Is 32nd Merrill Lynch Breakaway Team To Join Sanctuary Wealth Crescent Harbor…
AAAA Co-Hosts Financial Careers Event At Historically Black University
Association Of African American Financial Advisors Co-Hosts University Event For Students And Career Changers On Financial Education And…
Atria Recruits Mobiloil Credit Union With Over $1 Billion In Assets
Atria’s Credit Union-Focused Broker-Dealer Subsidiary CFS Signs Multi-Year Deal To Support Texas Credit Union With Nearly 75,000 Members…
Adviser Investments And Ropes Wealth Merge, Forming $15 Billion Firm
Adviser Investments And Ropes Wealth Advisors Unite To Forge $15 Billion Firm Serving High Net Worth And Ultra-High…
Transitions, Transactions & Promotions: Recruitment And M&A Frenzy!
Covering Developments Involving Advisor Group, Commonwealth, CI Financial, Dynasty, Prospera, Atria, Savant, Stratos, Hightower, Cresset, Coldstream And Sanctuary…
LaSalle Onboards Las Vegas-Based Team From Securities America
LaSalle St. Recruits California, Montana And Nevada Advisor Team From Securities America With Equity Ownership Program Chicago-based LaSalle…