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U.S. Wealth Management, an independent network of wealth managers, has added two financial advisory practices to its platform, expanding its total recruited advisory and brokerage client assets.
May 24 -
In a deal that could almost double its total revenue, J.W. Cole Financial, a Tampa, Fla., independent broker-dealer, announced Wednesday that it completed its acquisition of Financial Advisers of America.
May 22 -
NAPFA named management consultant Geoffrey Brown on Monday as its new CEO, succeeding Ellen Turf, who held the post since 2002.
May 20