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RIA MARKET CENTRAL

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Charles Schwab Halts All Political Donations

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The discount broker and custodian cited the divisive political atmosphere in the U.S.

Arete To Acquire $1.04B AUM Nashville B-D Center Street

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The newly merged firm will operate under the Arete Wealth brand.

Two UBS Teams With $900M In AUM Move To RBC

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The Ernst Stark Group and the Burt Adams Group join RBC’s Lincoln, Neb. branch.

Wealth Enhancement Group Acquires Reby Advisors

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The addition of Danbury, Conn.-based Reby Advisors expands the firm's presence in the New York City metro area.

Beacon Pointe Buys Two RIAs With Combined $620M In Assets

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The acquisitions mark Beacon Pointe’s third acquisition deal in the past month.

$4B California Firm Acquired By Cetera

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BAR Financial chose Cetera as it looks to succession and continued growth.

Modera Closes Deal Bringing AUM To $4.4 Billion

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Modera acquired Independence Advisors of Wayne, Pa., and partnered with TRIA, a minority equity investor.

Lexington Wealth Acquires Massachusetts Advisory Firm

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The Hightower-affiliated business expands its presence in the Boston region.

Douglas King Begins 2021 Term As CFP Board Chair

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King was elected elected in 2019 as the 2020 Chair-elect, and assumed his new role as 2021 Chair on January 1st.

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