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DIVERSIFY ADVISOR NETWORK EXPANDS AFFILIATION OPTIONS WITH THE ACQUISITION OF 3 WEALTH MANAGEMENT FIRMS, BRINGING TOTAL ASSETS TO OVER $7 BILLION - Vimarsana News

DIVERSIFY ADVISOR NETWORK EXPANDS AFFILIATION OPTIONS WITH THE ACQUISITION OF 3 WEALTH MANAGEMENT FIRMS, BRINGING TOTAL ASSETS TO OVER $7 BILLION

Published: January 9, 2024

/PRNewswire/ -- On the heels of the recent announcement of DFPG Investments' launch of the Diversify Advisor Network, the advisor-founded and advisor-led...

Source: prnewswire.com
Related Topics:
United StatesDavid GardnerDan LukeStuart MathesonBrandon BlackwellTodd NuttalTim WhippleKen BownRyan SmithWealth ManagementBoard Of The Diversify Advisor NetworkAdvisor NetworkAffiliation Partnership ModelAdvisory ServicesFirstpurpose TaxPartnership ModelTake Direct EquityDiversify AdvisorDiversify Advisor NetworkDiversify Wealth ManagementPartner PlatformCaliber Wealth ManagementFirstpurpose WealthChief Executive OfficerPurpose Wealth
Investment Product and Service Launches - Vimarsana News

Investment Product and Service Launches

Published: December 8, 2023

Vanguard expands ETF lineup with 2 active bond ETFs; Mutual of America Capital Management expands MoA Funds availability; DFPG Investments announces launch of Diversify Advisor Network; and more.

Source: plansponsor.com
Related Topics:
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