| | | | | The fundraising round was led by GIC, Singapore’s sovereign wealth fund, to fuel product launches and executive hires, and values Altruist at $1.9 billion. Read More > |
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| | | The minority investment in Fortage Capital kicks off what Elevation Point CEO Jim Dickson said should be an active remainder of the year with breakaway wirehouse teams and larger RIAs. Read More > |
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| | | Tyler Brown has partnered with RFG Advisory to launch TurnPoint Wealth, while former Financial Reserve advisor Claudio Porter joins as a solo advisor under the RFG brand. Read More > |
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| | | In addition, SFA’s Strategic Blueprint adds three advisors with $200 million in assets, and Dynasty’s DayMark brings on a team led by an ex-Morgan Stanley advisor. Read More > |
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