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RIA Edge Podcast: Connectus Wealth s Molly Bennard

Molly Bennard discusses Connectus Wealth's business model, the importance of organic growth, future opportunities and more.

United statesDavid armstrongMolly bennardMorgan stanley investment banking divisionHead of the strategic initiatives groupWealth management group at informaWharton schoolColumbia business schoolUniversity of pennsylvaniaWealth management groupConnectus wealthFocus financial partners ownedFocus financialConnectus wealthWith david armstrongWith molly bennard

Osaic branch The Ameriflex Group tops 100 financial advisors

Osaic branch The Ameriflex Group tops 100 financial advisors
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Long beachUnited statesTom goodsonHalbert hargroveHannah buschbomJesse kurraschCrestwood advisor groupAmeriflex groupAdvisor group sagepoint financial to osaicAmeriflex group securitiesExchange commissionUflex groupLas vegas basedAdvisor groupSagepoint financialChief operating officer jesse

Financial Finesse launches NIL Long Game for NCAA athletes

The program, offered by a financial wellness coaching service, joins a burgeoning patchwork of wealth management support systems for student-athletes.

United statesEl segundoTampa bayPat brownMatthew bacchiochiLiz davidsonRayquan smithDemaurice smithCarl nassibNational hockey leagueSupreme courtNational football league players associationDallas cowboysNational collegiate athletic associationNorfolk state universityAthlete licensing company

XML Financial Group acquires $1B Collins Investment Group

An unusual recommendation by the wirehouse’s First Clearing unit drove the big succession deal for XML Financial Group.

United statesBrett bernsteinMa lenny changMark elzweigRobert collinsKohlberg kravis robertsFinancial groupCollins investment groupWells fargo advisors financial networkWells fargoFirst clearingFocus financial partnersInvestment groupFocus financial partners ownedWells fargo advisorsStone point capital