menu
techminis

A naukri.com initiative

google-web-stories
Home

>

Technology News

>

Diversify ...
source image

Global Fintech Series

2d

read

378

img
dot

Image Credit: Global Fintech Series

Diversify Welcomes $450M Salt Lake City Team, Crosses $10 Billion in Total Assets

  • Diversify Advisor Network welcomed Inventa Wealth Advisors, a $450 million practice from Ameriprise, to their Independent Platform in Salt Lake City, Utah.
  • Inventa's team of industry veterans joined Diversify to grow their business with resources and support, emphasizing the need to be heard in their growth.
  • Diversify now manages approximately $10 billion in assets through their multi-affiliation model, offering independent RIA and W-2 RIA platforms, along with broker-dealer capabilities.
  • Diversify's structure allows advisors to scale, plan for succession, and potentially pursue equity ownership as their practice expands.

Read Full Article

like

22 Likes

For uninterrupted reading, download the app