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People Moves Related to "Private equity strikes again, this time quietly buying control of fi360 for $11.5 million"


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Sheryl Garrett, a financial planning pioneer, sells her planning network, after tragedy and soul-searching; members buying her out will preserve her legacy and open firm to managers

Members are broadening the business model, with her blessing; Garrett will attend annual conferences and focus on raising fruits and vegetables on her Arkansas farm

June 21, 2024 at 3:46 AM

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