With Ex-Cetera CEO Larry Roth on board, Kingswood Holdings raises $115 million as the first 'blank check' company intent on acquiring U.S. wealth management and advisory firms.
Peak Brokerage Services' Michael Lomas provides insight on the firm as a “one-stop financial shop” that creates a virtually-connected atmosphere for advisors.
The Daily Brief is taking off Thursday, Nov. 26 and Friday, Nov. 27 to celebrate Thanksgiving. It will return on Monday, Nov. 30. Thank you for reading and Happy Thanksgiving from the whole WealthManagement.com team.
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