Plus Our Deals & Recruiting Roundup, Women Advisors Going Independent, A Story Of Endurance, M&A Slumps, Preparing For UHNW Clients, ERISA, Invest In Others’ Awards, The OSJ Structure, Composition’s Hires, Savvy’s Custodial Launch And More
M&A By Cerity Partners, Verdence, CAPTRUST, Corient And F2 Strategy; Recruitment By LPL And RBC; And Appointments By Hightower, EP Wealth, Mercer, Merit And Composition Wealth
