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Integrated Partners to Enter the M&A Business

The RIA also announced it has recruited a Missouri-based team, with $230 million in client assets, from Stifel.

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LPL and Integrated RIA settle financial advisor fraud case for $1M

A widow alleged that an imprisoned ex-financial advisor’s enterprise pursued “a malicious campaign” against her after she fell victim to his scheme.

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Financial advisor Alex Chalekian and family launch Futurvest to improve financial literacy

Alex and Rosa Chalekian, along with their three sons, have launched a new subscription service providing education and coaching.

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Private Advisor Group, Integrated Partners grow with LPL

Private Advisor Group received capital from Merchant, while Integrated Partners has recruited nearly a dozen practices this year.

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Mercer Advisors acquires ACG Wealth | Financial Planning

ACG, the founding practice of a midsize firm, will keep some ties in place as it seeks further expansion under one of the most active acquirers in wealth management.

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