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Many NEXT Financial reps would cash out their company shares while it boosts technology under a deal with Atria Wealth, the parties say.January 14
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The sale will allow Cadaret to provide advisors with future growth opportunities, the 75-year-old co-founder of the IBD said.April 20
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The deal will give the firms more resources to boost their technology and spur growth, according to an industry observer.August 3