by FA Staff
Advisors can transfer majority or minority ownership stakes in their businesses to the new firm.
by
Christine Dobby
Royal Bank of Canada wants to add to U.S. business with wealth-management and banking deals.
by FA Staff
River Glen Wealth Counselors in West Des Moines is operated by Matt Busick and Randy Von Fumetti.
by FA Staff
Its first three acquisitions each have unique specialties to bring to Diversify Wealth Management.
by FA Staff
The Cincinnati firm builds out MAI Capital's Ohio and Northern Virginia presence.
by
Ben Mattlin
Most firms are unprepared for the potential mental deterioration of their key professionals.
by FA Staff
The Cypress Group, a trio of advisors, was formerly with Truist.
by FA Staff
StrategIQ, headquartered in Merrillville, Ind., has offices in the greater Chicago area.
by FA Staff
Buffalo Capital Management is led by Will Gungoll, who previously spent 16 years as an advisor at Edward Jones.
by FA Staff
Zach Fiandt serviced some $260 million in assets and focused on high-net-worth clientele.
by FA Staff
The addition of Ledge Wealth Management will give Dakota about $4.9 billion in client assets under management.
by FA Staff
The Satellite Beach, Fla., firm has $440 million in AUM.
by FA Staff
Mark Hills and Uri "Chip" Doolittle V of Manilius, N.Y., were previously with Osaic.
by FA Staff
Advisor Sheridan O'Connor and office manager Sarah Richardson operate as the O'Connor Wealth Group of Durham, N.C.
by FA Staff
Best Wealth Management's Matthew Best and Michael Moore served $130 million in assets.
by
Christopher Robbins
Lincoln Wealth is made up of Lincoln Financial Advisors Corporation and Lincoln Financial Securities Corporation.
by FA Staff
The acquisition brings some $296 million in assets from mostly wealthy clients.
by FA Staff
Oak Tree Financial Group has offices in Connecticut, New York and New Jersey.
by FA Staff
Fifteen professionals will transition from Bellevue, Wash.-based Trutina as it moves to the CAPTRUST brand.
