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The firm's chief Eric Clarke says there are multiple suitors.January 16
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The ace dealmaker oversaw 90 acquisitions in 13 years while at United Capital.January 14
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This rise of the so-called grey divorce has created a number of uncommon and complex issues for retirement accounts.January 14
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Planners — and RIAs that want to hire them — have faced hurdles tied to client solicitation rules.January 13
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A succession strategy doesn't have to be set in stone, writes columnist Carolyn McClanahan.January 10
Director of PlanningLife Planning Partners
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Our industry is one of the few that’s barely experienced pricing pressure ... so far. Here's how to assure you keep providing value to clients.January 10
Chief Investment OfficerMomentum Advisors
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The partnership will likely help both industry titans with their long-term strategic plans.January 9
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Deals by the holding company’s partner firms combined for over $5.5 billion in AUM last year.January 8
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The global wealth manager was drawn to the Boston-based RIA’s impact investing and OCIO businesses.January 8
