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Captrust Financial Advisors Acquires $1.1 Billion RIA in Washington
December 11, 2023
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Commonwealth Financial Expands Model Portfolio Platform
December 7, 2023
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Perigon Wealth Management Acquires Nevada RIA with $275 Million AUM
November 30, 2023
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Commonwealth Recruits Former Lincoln Investment Team with $3 Billion AUM
November 29, 2023
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Cetera Completes Acquisition of Avantax
November 28, 2023
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CAIS Launches Software Platform for Alternatives
October 26, 2023
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Cetera to Acquire Avantax for $1.2 billion
September 12, 2023
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DST Investments in Land: Not Your Traditional 1031 Exchange
March 27, 2023
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$206 Million Firm Joins Cetera
February 27, 2023
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Three Firms Managing More Than $600 Million Join Cetera
February 21, 2023
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Cetera Makes Strategic Investment in $1.7 Billion Prosperity Advisors
February 10, 2023
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ADISA Announces 2023 Officers
January 26, 2023
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