Open, honest and candid discussion about the DOL fiduciary rule, RIA M&A, the Callan study, 401GO funding and more.
Tru will operate as a separate entity from Sanctuary, maintaining its brand and leadership team.
The Atlanta-based RIA will acquire the $300 million AUM Money Advisor Group.
The program builds on the expertise of Caliber Wealth Management, which merged with Diversify earlier this year.
The California RIA will acquire Cedar Brook Group, a Cleveland firm with $2 billion in assets.
Dusty Sternadel pleaded guilty to wire fraud in January in connection with a scheme that stole from at least 10 clients, most of whom were elderly, according to the DOJ.
Nathanson, Focus' president and CEO of The Colony Group, takes over for interim CEO Dan Glaser.
Chief Revenue Officer Mike Goss will replace Wetzel at the end of next week.
