Acquisitions By Merit And Creative Planning. NewEdge Partners With Stonegate. Rise Stakes Cyndeo. Recruiting By Carson, Janney And Raymond James. Luedtke And Associates Launches. Snowden Lane Partners With MSCI. Appointments By Cresset And Evolve.
Plus Our Deals & Recruiting Roundup, AcquireUp’s Masterclass, SurgeONE.ai Partners With United Planners, Sowell Partners With Altruist, Fidelity Expands Alts Resources And Merit Partners With OneVest
Acquisitions By Savant, Wealth Enhancement, Hightower, Aspen Standard, Carson And MCF; J.C. Flowers Backing Accelerated Wealth; Recruiting By Osaic; Sowell Partners With Altruist; Mercer Launches Women’s Practice; And Appointments By Cambridge And Wealth.com.
The Atlanta RIA Is Deploying OneVest’s Wealth Platform To Standardize Workflows, Streamline Advisor Onboarding And Support Post-Acquisition Integration.
