Wealth Enhancement Group, a Minneapolis-based firm with $60.6 billion in assets, said Wednesday that it’s acquired Legacy Financial Planning, a hybrid firm that oversees $371 million in client assets.
Legacy Financial Planning has offices in Rochester and Oswego, New York, and Naples, Florida.
The firm is led by co-founder and CEO Tammy Mogilski and co-founder and president Brian Bedford.
Advisor Growth Strategies was Legacy Financial Planning’s advisor on the transaction.
Executives from LPL Financial, Cresset Partners hired for key roles.
Geopolitical tension has been managed well by the markets.
December cut is still a possiblity.
Canada, China among nations to react to president-elect's comments.
For several years, Leech allegedly favored some clients in trade allocations, at the cost of others, amounting to $600 million, according to the Department of Justice.
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