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RIA Roundup: Savvy Scores Boston Advisor Managing $1B+ at Schwab

Savvy snaps up Schwab advisor, LaSalle St. adds Atria OSJ, Perigon buys Vegas shop, other news from Modern Wealth, Freestone Capital and Thurston Springer.

Wells Fargo loses another executive, this time to LPL

Wells Fargo loses another executive, this time to LPL
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AvePoint Introduces Public Preview of AvePoint Confide to Secure and Simplify External Collaboration

Using SharePoint Embedded, the next generation of AvePoint Confide advances flexible, secure collaboration in the digital workplaceJERSEY CITY, N.J., Nov. 28, 2023 AvePoint today announced the.

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