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Sanctuary Wealth Welcomes Valen Private Capital as New Partner Firm to...
MIAMI — June 5, 2026
Executive Summary
Sanctuary Wealth has welcomed Valen Private Capital, LLC as its newest Partner Firm, bringing aboard veteran wealth advisor John...
1291 Group Acquires IPG to Strengthen Global Wealth Protection, US Life...
ZURICH — May 26, 2026
Executive Summary
1291 Group has acquired International Planning Group (IPG), strengthening the firm’s position across the Americas and expanding its access...
Indivisible Partners Expands Advisor Network with Aligned Private Wealth to Strengthen...
CLEARWATER, Florida — April 17, 2026
Executive Summary
Indivisible Partners has announced that Aligned Private Wealth has joined its expanding advisor network, marking a continued development...
Seven Bridges Wealth Advisors Launches as Advisor-Owned Independent Firm to Expand...
WHITE PLAINS, New York, February 24, 2026
Executive Summary
Seven Bridges Wealth Advisors has formally launched as a full-service independent wealth management firm, transitioning from its...
Wealth.com Launches Tax Planning Platform to Unify Tax and Estate Planning
PHOENIX — January 27, 2026
Executive Summary
Wealth.com, a planning platform serving wealth management firms, has announced the launch of Wealth.com Tax Planning, a proprietary solution...