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Mariner Hires M&A Lead Rob Sandrew to Oversee $40B Independent Channel

Wealth Management

Related: Ex-Raymond James Affiliate Alcyon Wealth Goes Independent About the Author Alex Ortolani Senior Reporter, WealthManagement.com Alex Ortolani is a New York-based senior reporter with WealthManagement.com with a focus on deals, moves and trends in the registered investment advisor space. The Bahnsen Group Names President, CFO $7.5B

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Bluespring Merges Two Texas-Based Firms to Create $1.4B RIA

Wealth Management

RIA SilverStar Wealth moves from being a Kestra-affiliated firm to being part of Bluespring’s Texas-based LifeBridge Financial Group. RIA SilverStar Wealth moves from being a Kestra-affiliated firm to being part of Bluespring’s Texas-based LifeBridge Financial Group. RIA Bluespring Merges Two Texas-Based Firms to Create $1.4B

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Adviser links: rolling in rollovers

Abnormal Returns

awealthofcommonsense.com) Bogumil Baranowski talks the digitization of wealth management with Julia Carreon. podcasts.apple.com) The biz Facet Wealth has a new pile of capital to invest. riabiz.com) Mariner Wealth Advisors just took a big investment from Neuberger Berman. theblock.co) iCapital is buying AltExchange.

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FINRA Fines M1 Finance in First Charges Involving Social Media Influencers

Wealth Management

Chicago-based firm M1 Finance will pay $850,000 to settle charges it didn't supervise paid social media influencers' posts.

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The Top 20 Stocks on Social Media

Wealth Management

The Magnificent 7 stocks dominate on social media, according to one reckoning.

Media 278
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Quinn Signals Another Wave in the Great Advisor Tech Acceleration

Wealth Management

My co-founder and I knew that if we could apply AI—and by that I really mean machine learning—we could help the wealth management industry scale to new markets and demographics, there is such an untapped demand, especially among the mass affluent,” said Markowitz. “We now Pontera).

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State Regulators Name Crypto, Social Media Scams as Top Investor Threats

Wealth Management

North American securities regulators are most concerned with financial scams tied to digital assets, social media apps, and AI-driven marketing campaigns.

Media 261