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IN Most Americans are OK with AI managing their money - but not how you thinkIN Goldman Sachs names record partner class with wealth in focusIN Advisor moves: Raymond James, Ameriprise and Cetera land $2B-plus in talentIN RIA moves: Tech-focused RIA BKFi expands with first acquisitionIN Gen X retirement automation habit leaves emergency savings behindIN Family money conversations start at the holiday table, advisors sayIN Cary Carbonaro wins lifetime honor at Women to Watch: 'I am so not done'FP Edward Jones CEO on the $1.4B Class B share sale and her succession plansFP IRS sets inflation adjustments for tax year 2027FP How advisors can help clients guard against Medicare fraud

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RIA moves: Tech-focused RIA BKFi expands with first acquisition

InvestmentNews ·

Image: InvestmentNews

San Diego advisory team brings private bank expertise and $225M in assets as the firm targets technology professionals nationwide.

Summary as published by InvestmentNews
Financial ADVSRRead our full story: Tech-focused BKFi acquires San Diego team Wealth With Options →
Read the full story at InvestmentNews →

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