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Vamsi Yadlapati News Today : Breaking News, Live Updates & Top Stories | Vimarsana

Savvy Adds 11th Advisor to New AI-enabled Platform

Savvy Advisors adds a former LPL advisor as the nascent, tech-focused firm reinvigorates recruiting efforts.

New yorkUnited statesBritish columbiaRitik malhotraVamsi yadlapatiAmeriprise financial servicesSavvy advisorsSavvy wealthNew york cityFort lauderdaleAmeriprise financialFocus financial

RIA Roundup: Concurrent Launches New Hybrid Platform

Restructured launches, acquisitions and affiliations were all announced in the RIA landscape this week, as some key people moves.

United statesWest berlinSouth carolinaSan diegoJohn keene jrMa vamsi yadlapatiDavid pierceJames arnoldLos angelesNate lenzRick kentMike durbinRick damicoMike mccannCarol hoffmanAlex reid

Focus Financial M&A head joins Savvy Wealth board of advisors

Plus, tru Independence launches a new wealthtech platform, findings from Nitrogen's inaugural advisor growth survey and Invesco comes to the Private Advisor Group platform.

Vamsi yadlapatiRitik malhotraMark goldbergHouse fund venturesNew york basedFocus financialFinancial planningDirect indexingIndex venturesThrive capitalHouse fundBrewer laneWealthtech weeklyWealth managementCareer advancement

Vamsi Yadlapati Joins Savvy Wealth s Board of Advisors

For 13 years beforehand, Yadlapati worked for Focus Financial Partners, most recently as managing director and co-head of M&A.

New yorkUnited statesWally okbyRitik malhotraVamsi yadlapatiAite novarica groupMorgan stanleyMerrill lynchHouse fundFocus financial partnersSavvy wealthIndex venturesThrive capitalBrewer lane ventures

Pathstone Adds Two New Independent Board Members, Executing on Its Mission and Vision

/PRNewswire/ Pathstone, an independently operated, partner-owned advisory firm offering comprehensive family office services and investment advice for.

Mark tibergienSteve bravermanPrnewswire pathstoneAllan zachariahVamsi yadlapatiRon cordesKelly maregniMatt fleissigHarvard business schoolFidelity investmentsBusiness development at focus financial partnersForrester researchAssistant professorBoston university questrom schoolHarvard businessState street global

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