by FA Staff
The Chicago-based team serves more than 350 retirement plans representing $13 billion in assets.
by
Jennifer Lea Reed
A panel of industry titans at Schwab IMPACT 2023 mapped a path to growth through the power of partnerships.
by
Jennifer Lea Reed
Having a clean compliance record is a must, according to five M&A specialists.
by FA Staff
Column Capital Advisors is the seventh deal this year for Raleigh, N.C.-based CAPTRUST.
by FA Staff
M Capital of Nashville, Tenn., has about $930 million under management.
by FA Staff
The Ruccio Group is based in Miami and is led by Jeremy Ruccio.
by FA Staff
Atlanta-based Bridgeline Wealth Partners is led by Travis Propst and Jason Trent Douglas.
by FA Staff
Kingfisher Capital of Charlotte, N.C., was founded in 1989 by Alexander B. Miles and H.K. Hallett.
by FA Staff
The acquisitions bolster the wealth manager's presence in the Pacific Northwest.
by FA Staff
PB FAM Private Wealth was previously with Fifth Third Private Bank.
by
Ben Mattlin
Flourish says its advisor tools allow clients to earn more on their reserve savings.
by FA Staff
The seven-member team operates as Total Wealth Management Group.
by FA Staff
Patrick Ricketts and Mindy Helfrich, formerly of Principal Securities, Inc., operate Vintage Financial Group.
by FA Staff
The transaction is Wealthspire Advisors' largest since it was founded in 2019.
by FA Staff
The Slidell, La.-based team will operate as Meyer Rotolo Wealth Management of Raymond James.
by
Eric Rasmussen
NFP continued to build out its wealth management presence by acquiring a firm founded by breakaway Morgan Stanley veterans.
by FA Staff
The new growth equity infusion has increased CAPTRUST's valuation to more than $3.7 billion, the company said.
by
Ryan George
Wealthtech providers have a front seat to the adoption of new platforms and products.
by FA Staff
Decision Point Wealth Partners is the second office in the state for the New York City-based firm.
