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RIA Roundup: Corient Adds 3 U S Firms, $13 7B, in 3 Months

CI reveals latest Corient additions during earnings call, Dynamic Advisor Solutions adds 5 new teams, Integrated completes 4th acquisition, WEG staffs up.

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Dynamic Welcomes 5 New Wealth Advisory Practices in the First Half of 2023

Dynamic Welcomes 5 New Wealth Advisory Practices in the First Half of 2023
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