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Diversify scores fourth 2024 acquisition with $645M firm
The Delaware-based fee-only practice, led by a veteran with 25 years of experience, is joining the RIA’s partner platform.
Diversify launches wealth management partner platform with three RIAs
New offering is for advisors seeking the next step of their career.
DFPG Investments launches Diversify Advisor Network with affiliate model to come
The firm has recruited three new advisor teams to take AUM to $5.8 billion.
