RIA Roundup: Venerable Holdings to Create RIA
Two new players enter the RIA space; Baird adds a bank team with half a billion in assets; and Creative Planning and Focus Financial make big announcements.
Source: wealthmanagement.com
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Introducing Barrett Upton Capital Partners - Offering Turnkey, Streamlined Access to Unique Opportunities in Private Markets
/PRNewswire/ -- A new alternative investment firm, Barrett Upton Capital Partners, LLC ("Barrett Upton"), has been established to provide high-net-worth and...
Source: prnewswire.com