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RIA Roundup: Steward Partners Adds First Team on Pershing Platform

RIA deals from Steward Partners, WEG, Mission Wealth, Emigrant Partners, Mariner Wealth, Slate Hill and Buckingham Strategic Wealth.

United statesGrove pointUnited kingdomSlate hillGreg banaszMaziar esmailbeigiJim cahnMatt murphyDannell stuartMichael kitcesErik christmanAdam birenbaumLos angelesSanta barbaraTom ferrellMariner dedham

RIA Roundup: Steward Partners Adds 1st Team on Pershing Platform

RIA deals from Steward Partners, WEG, Mission Wealth, Emigrant Partners, Mariner Wealth, Slate Hill and Buckingham Strategic Wealth.

United statesGrove pointUnited kingdomSlate hillGreg banaszMaziar esmailbeigiJim cahnMatt murphyDannell stuartMichael kitcesErik christmanAdam birenbaumLos angelesSanta barbaraTom ferrellMariner dedham

Oxford Financial Partners Will Join Focus Partner Firm Buckingham Strategic Wealth, Establishing Buckingham s First Office in Cincinnati, Ohio

Oxford Financial Partners Will Join Focus Partner Firm Buckingham Strategic Wealth, Establishing Buckingham s First Office in Cincinnati, Ohio
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United statesAdam birenbaumErik christmanTina madonCharlie arestiaRudy adolfExchange commissionBuckingham strategic wealthHead of investor relations corporate communicationsFinancial partners incSiena capitalInvestor relations corporate communicationsFocus financial partnersOxford financial partnersOxford financial partnersBuckingham strategic wealth

Focus Financial Partners: Oxford Financial Partners Will Join Focus Partner Firm Buckingham Strategic Wealth, Establishing Buckingham s First Office in Cincinnati, Ohio

NEW YORK, NY / ACCESSWIRE / January 6, 2023 / Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus"), a leading partnership of independent, fiduciary wealth management firms, announced today that it has

United statesAdam birenbaumErik christmanTina madonCharlie arestiaRudy adolfExchange commissionBuckingham strategic wealthHead of investor relations corporate communicationsFinancial partners incSiena capitalInvestor relations corporate communicationsFocus financial partnersOxford financial partnersFinancial partnersManaging member

2023 Kicks Off with Several RIA M&A Announcements

Deals from Prime Capital Investment Advisors, Carnegie Investment Counsel, Parallel Advisors, EP Wealth and more ended 2022 and kicked of 2023.

New yorkUnited statesNew hampshirePatrick goshtigian scottGlenn spencerNick stonningtonKarl heckenbergJeff burchAmyn mooljiJohn langstonNick treppScott uphamWes creeseErik christmanAdam birenbaumLos angeles