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Ascensus sold the practice with four reps and $490 million in client assets after acquiring it two years ago.
March 9
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It’s a move that combines two businesses providing products and services in high demand — investment returns and retirement income, the firms said.
March 8
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Questions about job losses and real estate are adding more complexity to the usual post-deal issues involving advisor retention and company consolidation.
March 5
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The firm hired more than 10,000 employees, boosting total staff to 47,000 associates.
March 5
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Robinhood Markets has snared most of the attention for attracting an army of day traders during the pandemic. But far bigger profits are flowing to the family behind Fidelity Investments in Boston.
March 5
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The bank had nearly 270,000 employees at the end of last year.
March 5
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The RIA acquired the innovative practice while bulking up its social justice investing efforts and its wealth redistribution planning services.
March 4
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The first deal under new Betterment CEO Sarah Levy will net the firm 17,000 accounts and $190 million in client assets.
March 4
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Wealth Enhancement Group’s second acquisition of 2021 comes as experts say there’s an “ever-increasing buyer appetite” for $1 billion-plus firms.
March 4
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After going public, the clearing firm plans to to grow and nudge further into the traditional advisory space, says its president.
March 4
