Investment Management Deals Blog
On July 1, 2014, Triad Advisors, Inc. announced that South Carolina-based Wagner Wealth Management had transitioned to the Triad Advisors platform.
On July 1, 2014, Old Mutual plc announced the completion of its acquisition of Intrinsic Financial Services, a network of financial advisers in the United Kingdom.
On July 7, 2014, Artemis reported that Amlin plc had announced an agreement in principle to increase its stake in Leadenhall Capital Partners to 75%.
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