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Broker-Dealer News: Advisor Group's Expansion, Stifel Adds Wells Team, LPL Onboards $11B
- 01 mins 30 secs
Advisor Group is expanding multi-channel leadership and buying Infinex Financial Holdings. Stifel picked up a team of advisors from Wells Fargo managing $214 million in client assets and operating as Green Fairways Wealth Management. LPL’s Institution Services platform has onboarded about $11 billion of client assets from CUNA Brokerage Services.
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