Midwest megamerger creates $6.5 billion RIA

The combination of FormulaFolios and Brookstone brings together approximately 800 advisers operating in all 50 states, with more than 500 offices
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Empower’s Personal Capital acquisition highlights convergence of wealth and retirement

Retirement plan advisers should heed the implications of the deal
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Long-short hedge fund strategy suffers in current environment

Such funds have captured most of the market’s downside in recent years, but very little of the upside
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Adviser managing $370 million moves to RBC from Wells Fargo

James Koestner switches firms in Dallas
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$1.4 billion Morgan Stanley team moves to Insigneo

The Miami-based independent platform is the second to poach an adviser team from the wirehouse in the last week
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