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Wealthspire to Acquire Fi3 Advisors

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Wealthspire has announced it has entered into an agreement to acquire Fi3 Advisors (“Fi3”), an Indianapolis-based boutique advisory firm with approximately $1.2 billion in assets under management (AUM).*   The transaction builds on a decade-long relationship between Fi3 and Wealthspire’s Fiducient Advisors and reflects the continued expansion in serving high…

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Source: Wealthspire

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