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Arax Acquires $1.7B RIA; Recruits $270M Wells Fargo Team

Arax Acquires $1.7B RIA; Recruits $270M Wells Fargo Team
wealthmanagement.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from wealthmanagement.com Daily Mail and Mail on Sunday newspapers.

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Weinheimer Wealth Management Joins Exencial Wealth Advisors

Exencial has picked up a $500 million Austin firm in its 3rd-ever acquisition. ....

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Why RIA Trutina Financial sold to aggregator Captrust

Why RIA Trutina Financial sold to aggregator Captrust
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.

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Mercer Advisors Acquires Paragon Wealth Strategies, LLC

/PRNewswire/ Mercer Global Advisors, Inc. ("Mercer Advisors"), a national Registered Investment Adviser (RIA), today announced the acquisition of Paragon. ....

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Beacon Pointe Pens Two More Deals Totaling $940M in AUM

The Reed Finney Team from Bleakley Financial and Private Capital Management expand Beacon Pointe’s presence in New Jersey and Northern California. ....

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