Business Transitions Articles

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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

by

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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The 10 Largest Employee-Owned U.S. Companies

by FA Staff

More than 2,600 U.S. companies are employee-owned, with nearly 710,000 employees having a stake, according to the National Center for Employee Ownership.

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Raymond James Recruits $575 Million Advisor Team

by FA Staff

Hauser Wealth Management has joined the firm from UBS.

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MassMutual, BlackRock Offer Customized Lower-Cost Retirement Plan Program

by FA Staff

The new Managed Allocations program provides a choice of asset allocation strategies, professional management and fiduciary oversight for retirement plans, the firms say.

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Almost All Heirs Leave Parents' Advisory Firm

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To keep those assets and continue working with a clients heirs, Fidelity Investments suggests advisors incorporate multi-generational planning practices into their firm and get the wealth transfer...

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Securities America Acquires $950 Million Firm

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Indiana based Dalton Strategic Investment Services brings 60 advisors and $950 million in client assets to Securities America.

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