Plus Our Deals & Recruiting Roundup; Compliance Technology; Holistic Retirement; Constant Innovation; AI-Based Estate Planning; RFG’s, SFA’s And Raymond James’ Recruits; BlackRock’s Bond ETF Prediction; SEIA Hires Matt Matrisian; And Independent Financial Group Hires Kevin Keefe
F2’s Latest Purchase Expands Its Market Reach And Allows For Enhanced Service Offerings, Including The Launch Of An Implementation And Support Service Partnering With Wealthtech Software Providers
M&A By Lido. Funding Round By Altruist. ECHELON M&A Report. Minority Investment By Elevation Point. Recruitment By RFG, Raymond James, DayMark, Strategic Blueprint and Kestra. Appointments By SEIA And Sound Income Group. And Merrill Sees An Exit To RBC.
