News, Comment & Analysis results for Independent Financial Group
Summary Of North American M&A For September, October, November and December 2023
A summary of M&A moves in the four months to the end of December last year. Familiar names such as
Eight-Person Wealth Team Joins Avantax
The arrival of this new team follows a similar migration of a group in Arizona a fortnight ago.
Summary Of North American Moves In Wealth Management – August 2022
August was, despite being a vacation month, a relatively busy month for moves and appointments in
Who's Moving Where In Wealth Management? – Independent Financial Group, Petrizzo
The latest wealth management moves in North America.