| | | | | Allworth's acquisition of George McKelvey Company in Manasquan, N.J. represents its sixth deal this year, bringing the RIA to 43 offices nationwide. Read More > |
|
|
| | | The firm has a growth equity investment from The 4100 Group Financial Services, the backer of several wealth and asset management firms. Read More > |
|
|
|
| | | Proceeds from minority raise will fund growth for Dynasty. Read More > |
|
|
|
| | | The Cleveland-based MAI's acquisition of Halpern Financial is the firm’s eighth deal this year and its 40th since 2018. Read More > |
|
|
|
| | | The new hires include CFO David Scarpello who most recently led M&A efforts at Pathstone. The moves come in the wake of Constellation Partners’ minority stake in Perigon. Read More > |
|
|
|
| | | The deal, expected to close in the fourth quarter of 2024, will bring Kovitz’s assets to nearly $30 billion. Read More > |
|
|
|
| | | The deal with FinTrust Capital Advisors adds $2.39 billion in AUM and expands Wealth Enhancement Group’s presence in the Southeast. Read More > |
|
|
|
| | | Altium, which has offices in New York and Connecticut, is adding Kimblery Clouse and Kristen Caseley to expand its footprint in the Northeast. Read More > |
|
|
|
| | | Josh Hederick filed his complaint in North Carolina federal court, alleging that Edelman’s litigation record means he can’t trust they’ll work with him on his departure “in good faith.” Read More > |
|
|
|
| | | Navigating the complex waters of organizational change requires a multi-faceted approach that addresses the needs of both the business and its people. Read More > |
|
|
|
| | | More data does not necessarily make for better advice. Read More > |
|
|
|
| | | They can help deepen advisors' understanding of client behaviors, biases and decision-making processes. Read More > |
|
|
|
|
