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$425 million advisory team jumps to LPL from Merrill

A $425 million team in Washington state has left Merrill Lynch and joined LPL Financial to set up an independent firm. ....

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Colony Group acquires $691 million RIA - InvestmentNews

Colony Group, a Boston-based registered investment adviser managing $13 billion, is acquiring Derby & Co., an RIA managing $691 million. ....

New York , United States , Burt Derby , Colony Group , Derby Co , Focus Financial , Legacy Wealth Partners , New Providence Asset Management ,

US in the news: CI Financial buys Columbus-based wealth firm

A round-up of people moves and M&A deals across North America ....

United States , Jonathan Duensing , Brad Levin , Juan Gonz , Frank Armstrong , Charlie Tricomi Jr , Marc Gendell , Ruhlin Roe , Joe Swiderski , Kenneth Jones , Tricomi Jr , Martin Armbruster , Stephanie Willison , Chris Auten , Chris Thompson , Amy Ellisor , Thomas Wilson , Colony Group , Huntington National Bank , Smith Breeden Associates , Charles Schwab Co , Franklin Templeton , Financial Services In Atlanta , Stratos Wealth Holdings , Investor Solutions , Bay Wealth Group At Insigneo ,

Legacy Wealth Partners to Join Focus Partner Firm The Colony Group, Further Enhancing Colony's West Coast Presence

Legacy Wealth Partners to Join Focus Partner Firm The Colony Group, Further Enhancing Colony's West Coast Presence
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Focus Financial Partners: Legacy Wealth Partners to Join Focus Partner Firm The Colony Group, Further Enhancing Colony's West Coast Presence

Focus Financial Partners: Legacy Wealth Partners to Join Focus Partner Firm The Colony Group, Further Enhancing Colony's West Coast Presence
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