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Wealth Advisor Daily
The advisor's edition — practice, portfolio, and the book.
Friday, October 16, 2026The Morning Brief →Sign in
wealth team

The GEN Group

$750MBook of businessas reported in coverage
4Advisors
Vienna, VAMarket
1Moves on our record
The lineage
until Oct 16, 2026PRIORRBC Capital Markets, LLC
Oct 16, 2026CURRENTAmeriprise Financial
Oct 15, 2026team liftoutRBC Capital Markets → Ameriprise Financial

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