Also, Modera adds its first West Coast office, Mercer buys an AI-driven tax firm, Aprio acquires in Texas, and Robertson ...
"The firms getting somewhere with AI all did one thing first: they gave it an owner. Everything else, the data, the controls, ...
CW Advisors has acquired three additional RIAs with a total of $1.6 billion in client advisory assets, pushing its total AUM ...
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