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The RIA is negotiating to buy a portion of Wealth Trust. It may also be facing the loss of a second top executive.
April 7
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Karen Dixon will oversee private wealth management services in Texas.
April 7
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The firm's latest hire is an industry veteran of more than two decades.
April 7
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Tom Scaturro will lead Key Private Bank market teams in Florida and the Hudson Valley/metro New York region.
April 6
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The firm's latest hire has nearly three decades of industry experience.
April 6
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The two were part of a three-person brokerage team that joined SunTrust Private Wealth Management in Atlanta.
April 5
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An alternative to acquiring an advisory firm, this strategy might also net books of business.
April 5
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An alternative to acquiring an advisory firm, this strategy might also net books of business.
April 5 -
The advisers oversaw nearly $900 million in combined AUM, and moved to Morgan Stanley, Raymond James and HighTower.
April 5
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Betterment's co-founder announces he is stepping down, while Wealthfront's ex-CEO joins the board at Acorns.
April 4
