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Waverly Advisors Acquires StrategIQ Financial Group

Waverly Advisors Acquires StrategIQ Financial Group
tmcnet.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from tmcnet.com Daily Mail and Mail on Sunday newspapers.

United statesPalo altoMac selverianJosh reidingerWaverly advisors acquires strategiq financial groupStrategiq financial groupWaverly advisorsWealth partners capital groupPartners capital groupAspire holdings

RIA Roundup: Captrust Buys $1 1B Trutina in Pacific Northwest

No less than 13 deals were announced in the RIA space this week, along with a rebrand, a new launch and a couple of talent grabs.

United statesNorth carolinaColorado springsNew jerseySouth carolinaIan aquilarAndrew palmasanoTed suttonPaul stetzAlex arnoldRaymond jamesBrian williamsSean mortonDavid fisherCharles wannerJohn middleton

Merit acquires fellow Georgia-based firm managing $300M

Merit acquires fellow Georgia-based firm managing $300M
investmentnews.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from investmentnews.com Daily Mail and Mail on Sunday newspapers.

United statesNick treppPreston byersWealth partners capital groupReis financial servicesMerit financial advisorsAtlanta based clearbridge wealth managementWealth partners capital

Merit Financial Advisors Partners with ClearBridge Wealth Management to Expand Presence in Atlanta

/PRNewswire/ Merit Financial Advisors ("Merit"), a Georgia-based financial advisory firm that specializes in financial planning and wealth management.

United statesKirk wilkersonRandy lubbenNick treppReis financial servicesFinancial groupWealth partners capital groupFinancial advisorsClearbridge wealth managementWealth managerMerit regionalMerit financial advisorsMerit financial groupPartners capital group

Nepsis acquires SBGB

Nepsis acquires SBGB
financial-planning.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financial-planning.com Daily Mail and Mail on Sunday newspapers.

United statesSaint paulNate diericksMark pearsonBryan eberleJames urbanRichard mooreGaolie xiongDerrickj doerrThomas schramerDarcy rasmussenGerlach brazil ltdRaymondf book associatesFamily office frameworkWealth management groupWealth partners capital group