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Brian Haloossim becomes president of Lido Advisors; Erica Bloudek joins Wilde Wealth Management Group as...
Impact Community Capital promotes Andrew Zimmerman to CIO; Alerus hires Paul Villanueva as retirement sales...
Raymond James gains head of ETF strategy; Marsh appoints health practice leader; SILAC names new...
July, Chairvolotti Financial partner on custom 401(k) offering; Vestmark launches AI-powered portfolio monitoring Tool; Alight...
Broadridge Deploys Agentic Capabilities Across Capital Markets, Wealth OperationsBroadridge Financial Solutions Inc. announced that its...
Intuit taps Vestwell to partner with QuickBooks 401(k); Morgan Stanley Investment Management opens wealth education...
Apollon Wealth Management partners with $650M Senglaub Financial; Mercer Advisors acquires Eagleson Arndt Financial Advisors;...
Modern Wealth Management acquires Brown and Co.; $800M breakaway Merrill Lynch team launches Soteris Private Wealth; Wealthspire’s Fiducient Advisors to buy Sellwood Investment Partners: and more.
Gunderson Capital Management joins GCG Advisory Partners platform; $110M advisory team joins Ameriprise Financial; Simplicity...