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Brad Dinsmore

In network coverage since October 2, 2026 · 3 stories
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M&A

Cerity Partners absorbs Cornerstone Capital and Echo Wealth Management, adding $1.7 billion and a Minneapolis foothold

Cornerstone Capital brings a nearly 50-year Palo Alto client book; Echo Wealth gives Cerity its first Twin Cities presence.
THE DESK BRIEF

Flows, fee cuts, and closure risk on the funds you watch — every trading morning.