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RIA Roundup: Advisory Services Network Adds Teams Florida, Kentucky

After passing $7 billion in 2024, ASN has added two teams and another $135 million in assets.

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SageView Advisory Group Builds Out Leadership Team to Drive Next Stage of Growth Strategy

SageView Advisory Group Builds Out Leadership Team to Drive Next Stage of Growth Strategy
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RIA Roundup: MAI Picks Up $1.4B RIA in Cincinnati

At least 10 deals, representing more than $8 billion in transacted assets, were announced this week along with a rebrand and two RIA launches.

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Retirement Industry People Moves

Fidelity names Palmer marketing director; SageView enhances wealth management leadership team; Marasco to lead new protected retirement team; and more.

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