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Deals & Recruiting Roundup: VestGen, CAPTRUST, FFP, Rothschild And More
Willow Tree Invests In VestGen; M&A By CohnReznick, Annex And Carson; Recruiting By CAPTRUST, Indivisible And LPL; Perennial’s Launch; Criterion’s Rebrand; FFP’s Training Launch; Rothschild’s New RIA; And An Appointment By Choreo
Summary as published by Wealth Solutions Report
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Osaic reels in LPL team with $2.3 billion in assetsWealth Solutions Report · Oct 20, 9:36 AM ET
Osaic Recruits $2.3 Billion New Jersey Firm From LPL
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