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Deals & Moves: Lido Acquires $870M RIA; Father-Son Team Launch RIA With Kestra

Summary by wealthmanagement.com
In addition, SFA’s Strategic Blueprint adds three advisors with $200 million in assets, and Dynasty’s DayMark brings on a team led by an ex-Morgan Stanley advisor.
DisclaimerThis story is only covered by news sources that have yet to be evaluated by the independent media monitoring agencies we use to assess the quality and reliability of news outlets on our platform. Learn more here.

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Deals & Moves: Lido Acquires $870M RIA; Father-Son Team Launch RIA With Kestra

In addition, SFA’s Strategic Blueprint adds three advisors with $200 million in assets, and Dynasty’s DayMark brings on a team led by an ex-Morgan Stanley advisor.

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wealthmanagement.com broke the news in on Tuesday, April 22, 2025.
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