Story thread · 2 reports / 2 sources
People Moves: Cetera Hires RIA Execs from Raymond James, Primerica
wealthmanagement.com · 11d · first report
Also, merchant bank Valeon hires a managing director from Houlihan Lokey, Verdence brings on a financial planning head, and Credent Wealth adds AssetMark’s CEO to its board.
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