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Latest Breaking News On - Grove point - Page 8 : comparemela.com
RIA Roundup: Atria to Acquire Grove Point Financial From Kestra
The RIA space saw at least eight deals this week, representing more than $38 billion in total assets.
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Kestra Holdings sells Grove Point Financial to Atria Wealth Solutions
The sale of $15 billion Grove Point Financial comes as smaller broker-dealers confront market headwinds.
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Atria buys Grove Point Financial from Kestra
Atria Wealth Solutions has agreed to buy Grove Point Financial, with $15 billion in assets and roughly 400 advisors, from Kestra.
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Mastering Effective Listening
Clients who think their advisor really hears what they’re saying tend to stick around for longer.
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Kestra's debt is soaring: Moody's Investors Service
The private equity-backed independent wealth management firm's liabilities have surged by 87%, but Moody's expects its leverage to fall this year.
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