Big names, new names
A team of seasoned Merrill Lynch advisors has joined LPL’s Linsco. Looking for their perfect advisor model, they found at LPL a place where “to build a business of value on their own terms.”
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The U.S. Mariner Wealth Advisors, serving independent financial advisors, has tapped alternative investment platform CAIS to match its fast-expanding advisor network.
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Orion Advisor Solutions unveiled its new strategic operating model this Tuesday. From now on, it will focus more on empowering advisors’ business development and looking for new ways to grow.
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Belgian Wealthtech Abbove, an aspiring player in the wealth management industry, has disclosed its partnership with Puilaetco, Quintet Group’s branch in Belgium. The two team up to further expand in Europe and bring its digital wealth planning offering. What’s curious about Abbove’s suit is the ability for the client to model the future state of their wealth in all its dynamics.
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Swiss banking heavyweight UBS and Wealthfront have mutually ended their $1.4bn acquisition deal. However, that might not be the end of the collaboration.
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Indian wealth management platform dezerv has netted $21m in Series A, getting the lion’s share of 60% from the U.S. Accel.
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CEO’s opinion
Learn how going from heavyweight to lightweight redefines success for advisory firms in the Financial Planning podcast with Pepper Anderson, president and CEO of Chilton Trust.
Learn more here.
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