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LPL's Chris Cassidy talks Atria deal, credit unions
InvestmentNews· 2 hours agoOne analyst recently noted that LPL Financial’s acquisition of Atria Wealth Solutions could prove complex given its many moving parts, with Atria’s seven...
Real-Estate Agents, Investment Advisers Chafe at New Anti-Money-Laundering Rules
The Wall Street Journal· 2 hours agoImplementation of the new proposal would require the company to devote several employees to...
Raymond James’ Next CEO on Culture, Leadership, and M&A
Barrons.com· 6 hours agoBEST PRACTICES When it came time for Raymond James Financial to select a successor to longtime CEO...
Sequoia Financial Advisors LLC Decreases Holdings in Innovator U.S. Equity Buffer ETF – April...
ETF DAILY NEWS· 17 hours agoSequoia Financial Advisors LLC cut its holdings in shares of Innovator U.S. Equity Buffer ETF –...
Sequoia Financial Advisors LLC Makes New $306,000 Investment in FMC Co. (NYSE:FMC)
ETF DAILY NEWS· 17 hours agoSequoia Financial Advisors LLC bought a new position in FMC Co. (NYSE:FMC – Free Report) during the...
TRUE Private Wealth Advisors Sells 637 Shares of Prudential Financial, Inc. (NYSE:PRU)
ETF DAILY NEWS· 12 hours agoTRUE Private Wealth Advisors cut its holdings in shares of Prudential Financial, Inc. (NYSE:PRU –...
Sequoia Financial Advisors LLC Takes $372,000 Position in Seagate Technology Holdings plc...
ETF DAILY NEWS· 17 hours agoSequoia Financial Advisors LLC acquired a new stake in shares of Seagate Technology Holdings plc...
Raymond James Financial Services Advisors Inc. Makes New $569,000 Investment in Sprouts Farmers...
ETF DAILY NEWS· 18 hours agoRaymond James Financial Services Advisors Inc. purchased a new position in shares of Sprouts Farmers...
iShares U.S. Aerospace & Defense ETF (BATS:ITA) Shares Sold by Sequoia Financial Advisors LLC
ETF DAILY NEWS· 17 hours agoSequoia Financial Advisors LLC cut its holdings in shares of iShares U.S. Aerospace & Defense ETF (BATS:ITA – Free Report) by 8.6% during the fourth quarter ...
Raymond James Financial Services Advisors Inc. Increases Stock Position in Concentrix Co....
ETF DAILY NEWS· 18 hours agoRaymond James Financial Services Advisors Inc. lifted its holdings in Concentrix Co. (NASDAQ:CNXC –...
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