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Showing 1 - 2 of 2 results for "Select Advice"

WT Financial Group focuses on B2B strategy as profits grow

MATTHEW WAI  |  FRIDAY, 27 FEB 2026
... further agreement to acquire accounting firm Fusion Partners. Following the establishment of the second Hubco entity, Select Advice, the initiative continues to progress several acquisitions including Legacy Planning with multiple additional opportunities ...

WT Financial's Investco makes acquisition

ELIZA BAVIN  |  THURSDAY, 7 AUG 2025
... acquisitions. In addition to the acquisition, Investco announced the establishment of a second Hubco, containing Select Advice Group and Newleaf Tailored Financial Solutions. Both practices will be acquired by Hubco2 as foundation practices. Investco ...
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