Plus Our Deals & Recruiting Roundup, Our Top 10 Stories Of 2024, Perigon’s Partnership With Goldman, Reflection’s Partnership With Newday, Recruiting By World Investments And Integrated Partners And iCapital’s Acquisition
Acquisitions By World Investments, Corient And Mariner. Recruiting By Integrated Partners, Raymond James And RBC. Strategic Partnerships Between Perigon And Goldman, As Well As Newday And Reflection. People Moves At Kestra Financial And Janus Henderson. Snowden Lane Redeems Stake. Carson To Launch T
Experts At Vocatus, Graham Media Partners And Water & Wall Discuss How Advisors Should Address Clients’ Concerns If The Firm Has Been Bought Or Received A Major Investment.
Plus Our Investments And Deals & Recruiting Roundups, Acquisitions By Mariner, Merit And Carson, 2025 Recruiting Predictions, Invest In Others’ Grants, Sanctuary’s Recruit, Scranton’s New Book And A Stratos Affiliate’s Succession Transformation
M&A By Cerity, Mariner And Mercer; Strategic Partnerships By Sanctuary And Kestra; Sullivan Joins Procyon Partners; Strawhecker Joins Dynasty Financial; And Merrill’s New UHNW Group
