The Financial Professional Coalition will cater to the “rank-and file” of the industry by offering specific, non-legal assistance for reps and support staff.
Demand for long term care is growing and advisors can differentiate themselves and deepen client relationships through modern approaches to long term care planning.
Savant announced the largest acquisition in its history this week, while Snowden Lane established a 13th office, Sanctuary added a team from Merrill Lynch, DayMark added a team from Wells Fargo, Focus facilitated two tuck-ins, and Mariner, EP Wealth and Exencial all added firms with hundreds of millions in AUM.
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