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Top News In Park Sutton Advisors Today - Breaking & Trending Today

Dynasty RIAs form Defiant Interchange Advisors for middle market M&A

And Sanctuary Wealth will work with its Texas partners on M&A advisory for RIAs. ....

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CI Financial's US expansion is a Canadian success story

Toronto-based CI has emerged as one of the most prolific buyers of RIAs, and its US operations are the bank's fastest-growing segment. ....

United States , John Aiken , Gofen Glossberg , Segall Bryant Hamill , William Holland , Barclay Aiken , John Eubanks , Kurt Macalpine , York Stock Exchange , Mckinsey Co , Ci Financial Corp , New York Stock Exchange , Wisdomtree Asset Management , North American , Nova Scotia , Park Sutton Advisors , Rush Benton , Captrust Financial Advisors , Segall Bryant ,

Baird and Hefren-Tillotson deal to further reduce brokerage ranks

The roughly 90 advisors expected to move from Hefren-Tillotson upon close of the deal will change their custodian and RIA as well. ....

Kim Tillotson Fleming , Hilliard Lyons , Waddell Reed , John Eubanks , Mark Elzweig , Mellon Pershing , Investment Adviser Association , National Regulatory Services , Charles Schwab , Pittsburgh Based Hefren Tillotson , Milwaukee Based Baird , National Regulatory , Park Sutton Advisors , Tillotson Fleming , Industry News , M Amp A , Growth Strategies ,

Baird adds $18 billion with acquisition of Hefren-Tillotson

Century-old wealth management brand Baird is acquiring 75-year-old Pittsburgh-based Hefren-Tillotson, adding $18 billion in client assets. ....

Craig Tillotson , Kim Tillotson Fleming , Hilliard Lyons , John Eubanks , Steve Booth , Park Sutton Advisors , Don Belt ,

Creative Planning acquires Berno Financial Management

A veteran of three decades of fee-only planning is merging into one of the largest firms as it expands in the Cincinnati market. ....

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