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

Wealth Management

See more from Alex Ortolani You May Also Like Celebrating outstanding achievement in support of financial advisor success View the FInalists View the FInalists Latest news Career Moves RBC Attracts Three Advisors Totaling $1.1B AUM from UBS RBC Attracts Three Advisors Totaling $1.1B The Bahnsen Group Names President, CFO $7.5B

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Raymond James Adds $1.1B New York Team From Ameriprise

Wealth Management

Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all Margaret Jarocki EP Wealth Career Moves $32.6B EP Wealth Hires Integrations Head From Captrust $32.6B

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What Are the Best Asset Classes for Active Management?

Wealth Management

Sponsored Content Open Finance in Action: How Data Connectivity Drives Advisory Value Open Finance in Action: How Data Connectivity Drives Advisory Value May 20, 2025 Business person uses computers to analyze business growth Sponsored Content Modernizing Wealth Stewardship | How Trust & Wealth Managers Are Adapting to HNW Family Expectations Modernizing (..)

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The Digitally Borderless Society Is Coming—And Faster Than We Think

Wealth Management

Published in numerous global outlets including the Journal of Financial Planning, WealthManagement.com, Investopedia, US News & World Report and ThinkAdvisor as well as being featured on Reuters, FinTech TV, Financial Advisor IQ, Asset TV and InvestmentNews, Stich is an award-winning thought leader in the FinTech space, providing compelling statistics, (..)

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A $300,000 College Tour

Wealth Management

Sponsored Content Open Finance in Action: How Data Connectivity Drives Advisory Value Open Finance in Action: How Data Connectivity Drives Advisory Value May 20, 2025 Business person uses computers to analyze business growth Sponsored Content Modernizing Wealth Stewardship | How Trust & Wealth Managers Are Adapting to HNW Family Expectations Modernizing (..)

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Transcript: Dave Nadig

The Big Picture

WealthStack was an event that you all used to do with them. But I remember watching on TV as a kid sitting on a couch, right? That event is still going on and I don’t want to pretend that it doesn’t exist. It is now owned by a big conference company named Informa and they still put on those events. RITHOLTZ: Right.