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Private Wealth Daily
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Renny Kuruvilla

Arete Wealth · Reported Sep 14
In network coverage since September 11, 2026 · 2 stories
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Features

The employee channel now trades books, not brokers

Raymond James bid $550 million for a Merrill advisor while Merrill took six UBS advisors with no disclosed number, and the gap has become the employee channel's retention math.
RIA · Sep 11Arete Wealth builds an investment bank around its distribution
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