F2 Strategy's urgent purchase of much larger Oakbrook Solutions has an RIA twist --it adds reach to equip big RIAs with the chops to compete against trust banks for trust fund kids
The wildly hiring Santa Cruz OCTO still needed capacity, people to implement its ideas and weaponry to help RIAs manufacture trust fund kids
Author Brooke Southall June 19, 2023 at 8:56 PM
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Keith Girard contributed to the editing of this article.
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