From ThinkAdvisor
Added on November 2018 in M&A Issues
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Summary: Registered investment advisor Mercer Advisors Inc. has announced the acquisition of boutique wealth management firm Beacon Wealth Management.
From WealthManagement.com
Added on November 2018 in Join an RIA
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Summary: [Podcast] Not every wirehouse advisor who moves to independence makes the break in one move: Sometimes, the road involves a series of smaller steps. Such was the case for Alex Goss, president of Goss Advisors, a $6 billion hybrid-RIA based in New Orleans. His path began in the wirehouse world, which he left for the independent broker/dealer space before launching his own firm—now one of the leading platforms for prospective advisors.
From InvestmentNews
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Summary: The Securities and Exchange Commission's review of its advertising rule is raising hopes that it will result in easing investment advisers' use of social media.
From RIA Match
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From Mature Solo Practitioner in North Carolina
From RIA Match
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From Market Dominator, Metropolitan San Francisco, CA Area
