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The purchase of Advicent comes just three months after a recapitalization merged the acquirer with Tegra118.
May 5
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The company has benefited from a market surge, new investors and an uptick in broker breakaways.
May 5
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Peter Mallouk’s firm made its second multi billion-dollar deal in three months after its first private equity infusion last year.
May 5
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The nation’s largest independent broker-dealer will onboard a substantially higher share of assets and advisors than after its last comparable deal in 2017.
May 5
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The deal will nearly double Congress Wealth Management’s client assets.
May 4
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Anyone can call themselves a wealth advisor these days. Here are credentials that count.
May 4
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The parties are combining forces to offer other practices a longer term alternative to private equity deals.
May 4
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The self-clearing custodian has unified its broker-dealer and RIA segments under one division at the company.
May 3
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Private equity-backed Wealth Enhancement Group unveiled its third largest deal ever and its first location on the West Coast.
May 3
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Most young and mass market clients still turn to traditional firms, but a shift toward app-based accounts is under way, according to Broadridge data.
April 30
