Wealth Management
Savant Wealth Management Adds $542M RIA Socha Financial Group
Savant Wealth Management has acquired a New York-based registered investment adviser that oversees ...Read more
Maridea Wealth Management Acquires $217M Practice in Pennsylvania
Maridea Wealth Management has added a Pennsylvania-based wealth management practice, establishing t...Read more
Beyond the Portfolio: How Families Can Master the Human Side of the Great Wealth Transfer
Over the next two decades, an estimated $84 trillion is expected to pass from one generation to the...Read more
Barings Names Brian Maute Head of U.S. Wealth
Barings has appointed Brian Maute to the newly created position of head of U.S. Wealth as the alter...Read more
Constellation Wealth Stakes in $7.6B Confluence Financial Partners
Pittsburgh-based registered investment advisor Confluence Financial Partners has secured an undiscl...Read more
Coastline Wealth Management Secures $100M to Boost M&A and Expansion
Coastline Wealth Management, a Kestra Financial affiliate, has raised $100 million in financing wit...Read more
Carson Group Draws $400M Wealth Firm from Northwestern Mutual
Carson Group has added an Atlanta-based financial advisory team, further expanding its footprint ac...Read more
WealthReach, VastAdvisor Join Forces to Tackle Advisor Engagement Troubles
WealthReach and VastAdvisor, an AI organic growth platform, have partnered to provide additional he...Read more
Simplicity Group Acquires Wealth Firm in Illinois
Simplicity Group Holdings, a financial products distribution firm, has acquired Geneva, Ill-based W...Read more