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Harvey Wacht

In network coverage since September 22, 2026 · 2 stories
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Moves

Cerity Partners merges with Cornerstone Capital and two other RIAs in a $2 billion week

The Palo Alto RIA, founded in 1978 and owned by three partners, joins Cerity alongside firms in Minneapolis and Atlanta in a week of about $2 billion in announced mergers.
THE DESK BRIEF

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