Diversify Advisor Network Launches Retirement Plan Services
The program builds on the expertise of Caliber Wealth Management, which merged with Diversify earlier this year.
Source: wealthmanagement.com
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Diversify Advisor Network Completes Its Fourth Acquisition of the Year with the Addition of $645M Key Advisors Wealth Management
/PRNewswire/ -- Diversify Advisor Network ("Diversify"), the advisor-founded, and advisor-led wealth management firm, today announced that Key Advisors Wealth...
Source: prnewswire.com
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.
Source: wealthmanagement.com
DIVERSIFY ADVISOR NETWORK EXPANDS AFFILIATION OPTIONS WITH THE ACQUISITION OF 3 WEALTH MANAGEMENT FIRMS, BRINGING TOTAL ASSETS TO OVER $7 BILLION
/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
Diversify Launches New W-2 Division with 3 Deals
Diversify adds more than $2 billion in AUM with the debut of its acquisitive employee model.
Source: wealthmanagement.com