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RIA Roundup: Venerable Holdings to Create RIA
Two new players enter the RIA space; Baird adds a bank team with half a billion in assets; and Creative Planning and Focus Financial make big announcements.
West chester
United states
David keevins
Tim brown
Andrew krei
David marcinek
Barrett upton
Venerable holdings
Zions bank
Annuity company
Venerable holdings to create
Creative planning
Goldman sachs personal finance management unit
Focus financial
Variable insurance
Venerable insurance
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