Here are some questions to consider if you are an owner of an RIA with $500 million or less in client assets.
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The investment firm said the deal will increase its ability to offer tax-efficient investment services.
Crusonia Capital Partners will operate out of the same Denver office as Michaud, according to SEC filings.
The advisors were previously with CorePath Wealth Partners in Scottsdale, Ariz.
The pair will operate as the Lewis-Solomon Group in New York City.
The deal puts Robertson Stephens Wealth Management over the $5 billion AUM mark.
The deal gives Modern Wealth more than $3 billion in AUM and puts it in the retirement plan advisory business.
The firm continues growth after receiving new investor in January.
The acquisition of the Seattle-based firm is Mercer's third deal this year.
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Endeavor Wealth Strategies of Fort Wayne, Ind., has aligned with LPL affiliate Exemplar Financial Network.
Pathstone bills itself as one of the largest RIAs serving the ultra-high-net-worth segment.
Seven separate new rules are designed to increase transparency and protection for investors.
The deal is expected to give LPL another 2,400 advisors, the firm said.
Advisors can transfer majority or minority ownership stakes in their businesses to the new firm.
The unit will be formed from the acquisitions of AndCo Consulting and Fourth Street Performance Partners, the firm said.
Rise said it plans to invest in advisor firms with $1 billion to $5 billion in assets under management.