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Deals

Deals & Moves: Beacon Pointe Acquires RIA Focused on Airline Workers

By Alex Ortolani · WealthManagement.com ·

Image: WealthManagement.com

In other moves, $20B Modera adds its first West Coast office; Mercer acquires an AI-driven tax planner, advisory and accounting firm; Aprio makes its first standalone wealth deal; and Robertson Stephens expands in Colorado.

Summary as published by WealthManagement.com
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