RIA Roundup: Savant Acquires $3.3B Capital Directions
Savant announces largest acquisition in its history, Snowden Adds 13th office, DayMark, Focus, Mariner, EP and Exencial all add AUM.
Source: wealthmanagement.com
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Top News In Walker Wealth Today - Breaking & Trending Today
Choreo Completes Partnership with GreerWalker LLP by Closing Acquisition of GreerWalker Wealth LLC
/PRNewswire/ -- Choreo, LLC ("Choreo" or "the firm") today announced it has completed a previously announced agreement to acquire GreerWalker Wealth LLC, an...
Source: prnewswire.com
Retirement Industry People Moves
Northern Trust makes key fund hires; Edelman Financial Engine buys California-based retirement advisory; Prime Capital Partners with PFS to enter Sioux Falls and South Dakota markets; and more.
Source: plansponsor.com
Retirement Industry People Moves
Northern Trust makes key fund hires; Edelman Financial Engine buys California-based retirement advisory; Prime Capital Partners with PFS to enter Sioux Falls and South Dakota markets; and more.
Source: planadviser.com
Choreo to Partner with GreerWalker LLP and Acquire GreerWalker Wealth LLC
/PRNewswire/ -- Choreo, LLC (Choreo) today announced it has entered into an agreement to acquire GreerWalker Wealth LLC, an entity affiliated with GreerWalker...
Source: prnewswire.com