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The private equity firm’s credit arm grew significantly with the addition of a new insurance platform and an energy investment management unit.
April 19
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The RIA grabs an UHNW firm with trust services in a lucrative market while also targeting midsized firms.
April 18
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Advisor Group firm Woodbury Financial targets the bank brokerage channel.
April 11
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"We've been waiting for the finicky sellers and now they're here," says Echelon Partners CEO Dan Seivert.
March 7
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Focus Financial adds a $4 billion wealth management firm to its expanding roster.
February 27
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The IBD network has retained Goldman Sachs for a structural review that could have major implications.
February 26
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Mercer Advisors picks up where it left off last year.
February 13
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After a fourth-quarter slowdown, deal-making resumed with a vengeance in January.
February 2
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Morgan Stanley and one of its advisors were ordered to return the entrepreneur's investment in two private placement funds totaling $536,000 and pay him $37,500 in compensatory damages.
January 25
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Kris Chester led two major business reorganizations in her time at Wells Fargo Bank.
January 23
