Christopher C. Williams

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Private Equity Firm Cresset Partners Rebrands As Peakline Partners

by FA Staff

The firm is a spinoff of multifamily office Cresset Asset Management of Chicago.

JPMorgan Sees 'Generational Opportunity' In Private Real Estate

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A correction in private market prices has set the sector up for a rebound, a firm strategist says.

Mercer Global Buys Tennessee Practice Overseeing $660M In Assets

by FA Staff

Denver-based Mercer is expanding its Nashville footprint with the acquisition of Financial Partners Group.

Summit Financial Takes Stake In St. Louis-Area RIA

by FA Staff

Genex Consulting of Kirkwood, Mo., manages $700 million in client assets.

AlphaCore To Buy San Diego RIA With $420M In AUA

by FA Staff

The firm has agreed to buy enTrust, a firm founded in 2018 by Michael Crawford and Daniel Conners.

Carson Acquires California Advisory With $365M In Assets From Wells Fargo

by FA Staff

The firm has added advisor duo Jerod Wurm and Casey Frye who run their advisory in Roseville, Calif.

Sequoia Financial Agrees To Buy Minnesota Firm With $3.8B In Assets

by FA Staff

Carlson Capital is Sequoia's largest acquisition by number of employees and wealth advisors, the firms said.

Delaware Judge Calls An Ex-Hightower Advisor's Non-Competes Void Under Calif. Law

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A federal judge ruled partly in favor of Darren Reinig, who launched a new firm in San Diego.

The Wealth Alliance Receives Private Equity Investments

by FA Staff

The Long Island, N.Y., advisor firm took on Wealth Partners Capital Group and HGGC as strategic partners.

Client Demand Growing For Personalized Portfolios, Survey Finds

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The desire for personalized allocations cuts across all wealth levels, the MSCI survey found.

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