Business Transitions Articles

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Mutual Fund Assets Increase, Providers Decrease, Says Cogent

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Advisors have over on average $42 million invested in mutual funds, up from $36.8 million a year ago, but they're working with fewer asset managers, according to a new report.

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Former N.Y. Governor Paterson Joins IFS Securities

by FA Staff

David Paterson has joined the firm as chief strategist of U.S. affairs and chair of the firm’s advisory board.

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Advisors Fail To Plan For Their Own Retirement

by FA Staff

Financial advisors are being forced to work beyond the average retirement age because of a lack of planning, a money manager says.

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Hightower Adds $400 Million RIA In Washington

by FA Staff

Triad Wealth Stewardship has joined the HighTower partnership in Bellevue, Wash.

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The Colony Group Acquires Long Wharf Investors

by FA Staff

The Colony Group’s acquisition of the Boston-based RIA brings its assets under management to about $3.75 billion.

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Fidelity Clients Offered Greater Access To IPOs

by FA Staff

Fidelity brokerage clients now have an opportunity to participate in IPOs underwritten by Credit Suisse, according to both companies.

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Securities America To Acquire Sunset Financial

by FA Staff

The acquisition will give Securities America a registered investment advisor with 268 registered reps across the nation.

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LPL Financial Adds $592 Million Firm To Platform

by FA Staff

The nation's largest independent broker-dealer has added IHT Wealth Management, a new, hybrid RIA based in Chicago.

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Florida RIA To Sell Firm For $60 Million To Boston Private Bank

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Boston Private Bank & Trust Company has agreed to buy Banyan Partners LLC for $60 million in cash and stock, the firms said Wednesday.

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HighTower Secures $100 Million Bank Loan

by FA Staff

BMO Harris Bank and PNC Bank are providing the financing.

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