| Explore WealthManagement.com for the latest insights, trends, and analysis you need to stay ahead in the financial services industry. |
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| Cetera acquires a $250 million New York-based RIA; Corient snags an ultra-high-net-worth Pittsburgh advisory; and two Arizona-based advisors seek independence by moving to LPL’s RIA platform. |
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| Alisa Maute, a former executive vice president at LPL, will lead Mercer’s client development team, which has doubled in size over the past two years to more than 100 professionals. |
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| CEO Ryan Parker says the firm’s aggressive acquisition strategy is driven by the desire to “win the war for talent” and set the stage for long-term organic growth. |
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| The current Wealth Management Head will take over as president of Kestra Financial in April, succeeding Stephen Langlois, who will stay on as a senior advisor to aid in the transition before retiring. |
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