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This week's Wealth Management M&A Deals | Wealth Management


These are the mergers, acquisitions and firm-to-firm moves that occurred the week of February 14, 2021.
Decennial winter snowstorms in the South took up much of the news this week. Advisor workflow in places like Texas was interrupted by forced blackouts that left millions without power, heat and, in some cases, running water. A couple of advisors shared their ordeal with
WealthManagement.com. 
Below are more deals along with firm-to-firm advisor moves announced for this week:
Baird Adds The Willowpointe Group
International wealth and investment management firm Baird announced that The Willowpointe Group has joined its network. Willowpointe joins from UBS where it managed $270 million in AUM. The five-person team led by Lawrence Taylor, director and financial advisor, and Steve Books, senior vice president and financial advisor, will work from a new branch in Cookeville, Tenn. ....

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Detailed text transcripts for TV channel - CNN - 20171012:20:46:00

He ll billion running he won t be running, but he ll be trying to help support trumpy primary candidates and other open seats where they re challenging. and so i think, you know, that, that s pretty startling. i mean, it s bannon s title to do it. he is doing what trump said he wanted to do. which is fundamentally change the republican party, but you ve got a republican party that exists in congress and has a majority in the senate and the house. and i do think john kelly was it s very hard now i think to keep these guys feel like gee, i should really work hard with donald trump if they re just going to get attacked by trump s surrogates in any case. it s weird, normally someone would think somebody like steve books leaves the white house to try to build on the republican party, make their majority bigger so that they have even like a veto-proof majority in the senate or whatever, a bigger, a majority in the house, but instead he s actually focussing mainly at least right now on ....

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