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Advisory M&A | PLANADVISER - Vimarsana News

Advisory M&A | PLANADVISER

Published: January 23, 2023

OneDigital acquires third property-and-casualty business in past two months; Ubiquity and DriveWealth bring fractional share trading to small business 401(k)s; Merrill Lynch wealth manager and team joins First Republic; and more.

Source: planadviser.com
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Goldman Sachs Adds Former Raymond James Team to Custody Platform - Vimarsana News

Goldman Sachs Adds Former Raymond James Team to Custody Platform

Published: January 6, 2023

Veteran advisor Margaux Fiori and her team launched their own RIA late last month, choosing Goldman Sachs as custodian.

Source: wealthmanagement.com
Related Topics:
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