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Moves

WSRIA Roundup: Wealth Enhancement, Concurrent, Beacon Pointe, Latigo And More

By WSR Newsroom · Wealth Solutions Report ·

Image: Wealth Solutions Report

M&A By Wealth Enhancement, Concurrent, Beacon Pointe, Waverly And Trilogy; Recruiting By CAPTRUST And Indivisible; Latigo Launches; Mercer Refinances; Wealthspire Adds Sports; Choreo Appoints A CTO; And Research By Cerulli

Summary as published by Wealth Solutions Report
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