RIA Roundup: Captrust Buys $1.1B Trutina in Pacific Northwest
No less than 13 deals were announced in the RIA space this week, along with a rebrand, a new launch and a couple of talent grabs.
Source: wealthmanagement.com
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Top News In Concurrent Advisors Today - Breaking & Trending Today
Nate Lenz: Why $7 Billion Concurrent Advisors Left Raymond James
At age 34, Nate Lenz already seems to have fit a full career into a little more than a decade. He has led a succession-planning and acquisitions team at…
Source: biztoc.com
LPL wins, Raymond James loses in PAG, Concurrent moves
Separate announcements by Concurrent Advisors and Private Advisor Group display why flexibility for financial advisors is valuable to growing RIAs.
Source: financial-planning.com
Concurrent Leaves Raymond James to Form Multi-Custodial Platform
The hybrid RIA and OSJ is leaving the Raymond James platform for greater flexibility and access to more resources, Concurrent says.
Source: wealthmanagement.com
Merrill Breakaways Launch Old Town Advisors in New Mexico
Done keeping score, Merrill Lynch trio breaks away to launch independent Albuquerque advisory firm with Concurrent and Raymond James.
Source: wealthmanagement.com