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A multi-step strategy is vital for winning, servicing and retaining business, John J. Bowen Jr. says.
October 13
CEG Worldwide -
Taking a strategic approach can earn referrals and more assets to manage, according to columnist John J. Bowen Jr.
October 13
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Wealth Partners Capital Group's strategy uses a triumvirate, multi-regional method to buying firms.
October 12
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The wirehouse picked up two veteran advisors, each with more than 20 years of industry experience.
October 12
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The acquisition gives Tiedemann $11 billion in AUM, impact investing expertise and a presence in the Northwest.
October 12
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Advisor Kevin Keith pointed to HighTower’s technological capabilities and a fiduciary culture in his decision to leave the wirehouse.
October 11
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Smaller wealth management platform providers are aggressively pitching themselves as the more nimble options for RIAs.
October 11
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Chief executive Jay Shah says a public offering will happen, "when the time is right."
October 11
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The recruits are a boost to the growing regional firm's footprint.
October 10
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Ex-Merrill Lynch brokers are joining the firm as it looks to grow in the Northeast.
October 10
