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How to make a fintech acquisition work
MyVest’s Anton Honikman shares secrets of a successful partnership.
The story behind the blind date merger
Two RIAs turned out to be well-matched, and combined to form a $5 billion firm.
Kerri Anne Renzulli
In Greg Friedman's second deal in a month, Private Ocean buys Lakeview Financial
The Private Ocean co-founder, also known for founding software company Junxure, calls Lakeview a "perfect fit."