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Latest Breaking News On - Lehman derafelo - Page 1 : comparemela.com

EP Wealth acquires $1 billion Lehman & DeRafelo RIA

Advisory M&A | PLANADVISER

Former Goldman Sachs execs launch wealth management consolidator with $200M; Mercer Advisors buys Andesa Financial Management; Acorns acquires UK-based financial education provider; and more.

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