Business Transitions Articles

Total: 692 1 2 3 4 5 6 7 8  Next >> [70]

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.

+ Read more

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.

+ Read more

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.

+ Read more

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.

+ Read more

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.

+ Read more

HighTower Secures $100 Million Bank Loan

by FA Staff

BMO Harris Bank and PNC Bank are providing the financing.

+ Read more

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.

+ Read more

Raymond James Recruits $575 Million Advisor Team

by FA Staff

Hauser Wealth Management has joined the firm from UBS.

+ Read more

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.

+ Read more

Almost All Heirs Leave Parents' Advisory Firm

by

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...

+ Read more

1 2 3 4 5 6 7 8  Next >> [70]

Financial Advisor Blogs

Portfolio Manager Insights

Expert Views

MORE VIEWS