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Among other developments, ABL Tech will provide the firm’s wealth advisors with mortality data that can help them identify wealth transfers within their client base.
The RIA entered a non-prosecution agreement with the Justice Department’s Antitrust Division last year over charges it conspired with American Century Investments not to hire each other's employees.
Meketa’s new RIA-focused private investment platform has a new capital partner, while Cetera and Snowden Lane both announced deals and SEIA hired a new head of wealth transfer.