Plus Our Investments And Deals & Recruiting Roundups, Goldman Buys An ETF Producer, Mercer’s And Waverly’s Acquisitions, Cresset’s Recruit, Summit’s Minority Stake, Prudential’s Mobile Platform And Cambridge’s Milestone
Acquisitions By Waverly, Creative Planning, Mercer, Wealth Enhancement, Allworth And Sequoia. Stakes By Crestline And Summit. Capital Raise By Wealthfront. Recruiting By Cresset. Appointments By Northern Trust And Wealth Consulting Group.