If wealth management slows down around the holidays, there was little evidence in industry recruiting and M&A announcements this week.
The large RIA NewEdge Wealth picked up a $6 billion team from an industry rival while Janney Montgomery Scott, Wells Fargo and Raymond James all pulled big teams from rivals. And Carson Group, Farther, Beacon Pointe and MAI Capital Management were back out on the M&A trail. Read about it below.
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Sometimes clients hold assets away from their primary wealth managers because they don't feel enough trust to place all their...
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When workplace communication consultant and author Minda Harts was 12 years old, she wanted to learn how to ride horses....
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