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Weinheimer Wealth Management Joins Exencial Wealth Advisors

Wealth Management

Exencial has picked up a $500 million Austin firm in its 3rd-ever acquisition.

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Carson Wealth Expands Omaha Presence With $163M Team From Elk River Wealth Management

Carson Wealth

Carson Wealth announces the addition of its 13th wholly-owned office with a new location in Elkhorn, Neb., The three-person team, managing more than $163M in assets*, will be led by Managing Directors and Wealth Advisors, David Carroll and Jon Springer along with Client Services Manager, Jessica Fricke.

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The Wealth Management Digest

Zoe Financial

The Wealth Management Digest Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA November 22, 2023 Watch Time: 2.5 minutes Transcript: Welcome to this week’s Wealth Management Digest. And then the second one is that LPL launches their W2 model for high-net-worth advisors. .”

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Wealth Management Real Estate’s Next Phase

Wealth Management

We are pivoting to cover the wider world of alternatives and how wealth advisors are using these tools in client portfolios.

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The Wealth Management Digest

Zoe Financial

The Wealth Management Digest Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA November 9, 2023 Watch Time: 3 minutes Transcript : All right, so let’s start with the first one here: President Biden’s junk fee crackdown. We believe financial advice should come from unbiased and certified professionals.

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EP Wealth Advisors Acquires $1B Minot Wealth Management

Wealth Management

The move establishes EP Wealth's presence on the East Coast, and marks milestone in the firm's planned national expansion.

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The Wealth Management Digest

Zoe Financial

The Wealth Management Digest Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA November 14, 2023 Watch Time: 3 minutes Transcript : Welcome to this week’s Zoe’s Wealth Management Digest. That’s why Zoe’s extensive vetting process qualifies only the top 5% of managers in the United States.