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Trust & Estates: October 2022 Digital Edition

Sep 30, 2022

Seven Must Reads for the CRE Industry (Sept. 30, 2022)

Sep 29, 2022

Ian Triggers Port, Rail Closures, Further Straining Supply Chain

Sep 29, 2022

Navigating the Crypto Opportunities in Charitable Giving

Sep 29, 2022

Featured

The 10 Best and 10 Worst States in Which to Retire in 2021

Jul 15, 2021

Poll: 15 Classic Books on Investing and the Markets

Apr 03, 2020

Fifteen Must-Listen Business Podcasts for Advisors

Aug 14, 2020

Celebrity Estates: Jay Leno and Planning for Classic Car Collections

Feb 22, 2022

Highlights

Wealth Enhancement Group Buys $677M Hybrid RIA Bohmer Kilcoyne

Sep 29, 2022

WEG's latest acquisition brings its total client assets to more than $57.3 billion.

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RIA Edge Podcast: Carolyn Armitage on The Importance of Succession Planning for RIAs

Sep 29, 2022

Thrivent Advisor Network's Carolyn Armitage details the best and worst practices for putting a formal succession...

Secfi Launches RIA, Targets Startup Employees

Sep 28, 2022

The firm has hired John Morrison, portfolio manager at Dimensional Fund Advisors, to run the RIA, which aims to...

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EP Wealth Advisors Acquires $1B Minot Wealth Management

Sep 28, 2022

The move establishes EP Wealth's presence on the East Coast, and marks milestone in the firm's planned national expansion.

Concurrent Departs Raymond James to Form Multi-Custodial Hybrid Platform

Sep 27, 2022

The OSJ is leaving the Raymond James platform to form a hybrid RIA with greater flexibility and access to more resources, Concurrent says.

Focus Financial Adds 88th Partner Firm; Sub-Acquires Insurance Firm

Sep 26, 2022

$1.2B FourThought Private Wealth joins Focus in Florida, Ancora Holdings Acquires Alpha Insurance in Ohio.

DeVoe Summit Deal-Makers Offer Advice to Would-Be Sellers

Sep 23, 2022

Industry leaders at the DeVoe & Co. M&A+ Succession Summit discuss the importance of seeing beyond valuations to successfully seal a deal and fuel inorganic growth.

Private Advisor Group Brings $1B California Team Under RIA

Sep 20, 2022

The move is part of the succession plan for AK Financial Group Founder Andrew Karlinski, who will wind down his RIA and...

Mariner Wealth Advisors Adds $256M Executive Wealth Counselors

Sep 20, 2022

The Pittsburgh office will become Mariner’s 77th US location, and its seventh acquisition so far this year.

$3B Beaumont Financial Partners Joins Focus Network

Sep 16, 2022

Boston-area Beaumont Financial is set to become the fourth new Focus Financial partner in 2022.

Ron Carson: ‘If It’s Not Broken, Break It’

Sep 15, 2022

Carson Group announced some big changes to its services and platforms to kick off its annual Partner Summit in Las Vegas this week.

$1.6B Wells Fargo Team Joins Sanctuary Wealth

Sep 15, 2022

SLK Private Wealth brings a team of 13 to Sanctuary’s newest Southern California location.

RIA CEOs: Client Experience and Capabilities to Shape the Next 10 Years

Sep 08, 2022

Advisors can no longer differentiate themselves solely on being a fiduciary or managing a portfolio.

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