The AmeriFlex Group made the move because Cambridge could support its new affiliations, including a W-2 model for advisors who want to sell and stay, and a pure RIA-only option.
In addition, RIA Merit snags a $365M firm with new investment capabilities in Wisconsin, and Dynasty RIA DayMark recruits advisors from FiNet and Janney.
Did someone forward you this newsletter? Sign up here to receive it direct.
You are subscribed to this newsletter as newsletter@newslettercollector.com
To ensure uninterrupted delivery of this critical eNewsletter alert be sure to add WealthManagement.com and the reply address to your list of safe sender contacts.