RIA Roundup: Atria to Acquire Grove Point Financial From Kestra
The RIA space saw at least eight deals this week, representing more than $38 billion in total assets.
Source: wealthmanagement.com
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Father-Son Duo Joins Ameriprise with $330 Million in Assets
Harry Slade III and Harry Slade IV joined Ameriprise for the flexibility to expand their practice and serve clients across multiple generations ... | April 17, 2023
Source: marketscreener.com