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RIAs May Be Dropping the Ball on Marketing and Referral Initiatives

Up to 5% of revenues should be spent on marketing and sales, say industry experts, as only 12% of advisors are actively seeking referrals. ....

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EP Wealth acquires $1 billion Lehman & DeRafelo RIA

Lehman & DeRafelo offers another example of a big RIA seeking a larger partner despite turbulent economic conditions and some signs of an M&A slowdown. ....

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Alera Group acquires Ascent

Alera Group, a top independent, national insurance, wealth and retirement plan services firm, said it acquired Virginia Beach, Virginia-based The Ascent Group and its affiliated companies. ....

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Alera Acquires $2.8B The Ascent Group

The Ascent Group adds $2.8 billion to Alera's retirement plan and RIA businesses, as well as a proprietary TAMP. ....

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