Business Transitions

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Savant Continues Rapid Growth

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Savant Capital continues its fast-paced growth with the acquisition of Orion Capital Mangement, a boutique investment bank.

The Top Prize For Personal Wealth? Business Owners Own It

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Personal wealth is concentrated in the hands of American business owners -- to such a degree few financial advisors can imagine it.

Mutual Fund Firms To Merge, Creating RiskX Investments

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Asset managers FolioMetrix LLC and American Independence Financial Services are merging to form a new company, RiskX Investments LLC, the firms announced on Tuesday.

Cribstone Capital Partners With Dynasty In Move To Independence

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Cribstone Capital Management, an investment advisor in Brunswick, Maine, is going independent with the help of Dynasty Financial Partners, the firms announced Monday.

Hurley: Aging Advisors, Frantic To Sell, Flunk Deal-Making

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Experts repeatedly warn that the aging financial advisor population needs to get its succession plans in order, but a new report says advisors need to straighten out something else: their heads.

Cook Joins Sage Private Wealth Group

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Roy E. Cook Jr. will join the offices of Sage Private Wealth Group in Wheaton, Ill.

Raymond James Names Head Of Strategy And Consulting

by FA Staff

Tim Killgoar will become vice president, director of strategy and consulting at the Financial Institutions Division of Raymond James.

Ameriprise To Buy Tampa-based JHS Capital Advisors

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Ameriprise Financial announced on Tuesday that it has agreed to acquire the retail assets of JHS Capital Advisors, a Tampa, Fla.-based independent broker-dealer and investment advisor.

Marron's Lightyear Buys Majority Stake In Midwestern RIA, Looks At Others

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After selling Cetera for $1.6 billion, Don Marron's PE firm acquires a majority stake in a Wealth Enhancement Group with $4.8 billion in AUM and looks at other RIAs.

Buckingham Asset Management Continues Expansion

by FA Staff

Classic Capital joins Buckingham Asset Management as a Focus Financial partner.

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