Plaus, who announced his retirement from Merrill Lynch last February, will lead Citi Private Bank North America. He succeeds Halé Behzadi, who will be retiring at the end of March.
In addition to SmartAsset’s news, Advzyon has hired a Morningstar and Schwab veteran and F2 has acquired a marketing firm.
Open, honest and candid discussion about the flexPATH lawsuit verdict, AI in DC plans, employee engagement, convergence and retirement plan advisor due diligence.
Beltz Ianni & Associates left LPL to become the sixth firm acquired by the independent RIA since its April 2023 debut.
Use of interval funds, BDCs, non-traded REITs and tender offer funds by the wealth channel has significantly increased in the past decade.
But for now, the law remains in effect for everyone except the plaintiffs in this case.
The advisors will form the Northeast Legacy Group of Raymond James, based in Hanover, N.H.
MAI and Beacon Pointe enter new regional markets, while Perigon completes deals in New York and Michigan.
Mercer CEO Dave Welling said the acquisition of MDK Private Wealth Management will boost the firm’s presence in the Pacific Northwest.
CoFi Advisors is hoping to grow through Integrated’s CPA partnerships.
