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The independent broker-dealer giant contends in court that a federal judge went too far in telling a pair of its advisors that they couldn't reach out to clients they had while at TD Bank.
Meketa Capital gets investor; Cetera, Snowden Lane announce deals; SEIA hires new head of wealth transfer.
Sequoia is adding $930 million in assets, while Mercer, NewEdge Wealth and CoastalOne collectively brought in more than $1.13 billion.
Mercer Global Advisors’ Jojo Cresci treats clients like her parents, leaning conservative in investments and backing her plans with data.
EP Wealth scooped up a $1B firm in its 2nd acquisition of the year, while almost $900 million in assets changes hands in four other deals announced this week.