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Criterion

In network coverage since October 13, 2026 · 6 stories

Network coverage

RIA

Mariner and Wealthcare pitch giving up Form ADV to join 1099 platforms

At the panel, Regan said a $250 million advisor facing that SEC cybersecurity review would be 'dead in the water for six weeks.'

RIA · Oct 14Sammons rebrands wealth holding company as Criterion, grouping three RIAs

The Close · Oct 13JPMorgan asset and wealth revenue rises 14% to $6.9 billion; expenses rise 14%

Deals & PE · Oct 13New York State Common Retirement Fund announces $456.3 million in real estate commitments

Features · Oct 13Sammons Financial Group launches Criterion, a three-RIA holding company with $27B AUM/A

M&A · Oct 13Sammons launches Criterion, holding company for three RIAs with $27B in AUM/A

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