HighTower wins its first-ever existing RIA after offering the breakaway a new way to do business -- and a chat with David Pottruck
Three Bridge Wealth Advisors surpised itself by giving up its 'sweet' freedom to regain the advantages of scale
Jeff Spears
This is a significant transaction that is a direct shot across the bow to United Capital and other consolidators. It also provides another good option for the large number of RIAs that are considering a merger.
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