Merit Financial Advisors expands into Idaho
North America
Indiana’s Ever Wealth joins Osaic network
The alignment with Osaic was done via Affiliated Advisors, an Osaic Office of Supervisory Jurisdiction led by Rita Robbins.
Alaris launches AI matchmaking platform for RIA M&A
CI Wealth adopts Conquest’s AI financial planning platform
AI advisory tech provider Zocks raises $13.8m in Series A funding
Captrust acquires Carolinas Investment Consulting
Composition Wealth acquires two Seattle wealth management firms
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