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Allworth Financial Shifts M&A Strategy to Target Larger, More Sophisticated Firms

Summary by wealthmanagement.com
Allworth’s acquisition of Salzinger Sheaff Brock marks a shift away from high-volume rollups to acquiring larger, more sophisticated firms with higher net worth clients.
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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Allworth Financial Shifts M&A Strategy to Target Larger, More Sophisticated Firms

Allworth’s acquisition of Salzinger Sheaff Brock marks a shift away from high-volume rollups to acquiring larger, more sophisticated firms with higher net worth clients.

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wealthmanagement.com broke the news in on Wednesday, July 2, 2025.
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