Wealth Management
Apex Group Launches ‘The Inner Circle’ Co-Investment Network for Elite Family Offices
Apex Group has launched The Inner Circle, an invitation-only network designed to help family office...Read more
Boutique Outsourced Family Offices Are Quietly Rising in Texas
Texas has long been one of the most fertile environments for multigenerational wealth creation in t...Read more
Stratos Adds $400M Through RPI Acquisition
Stratos Wealth Enterprises has acquired RPI Financial Life Planners, adding approximately $400 mill...Read more
Invesco Unifies $2.5T Platform to Launch Global Custom Strategies Unit
Invesco has consolidated its customized investment capabilities into a single global platform as we...Read more
Maridea Wealth Management Adds Park Ridge Financial
Maridea Wealth Management has acquired a Chicago-based advisory firm, as the firm aims to deepen it...Read more
MAI Capital Management Acquires $490M RIA in Atlanta
MAI Capital Management has added an Atlanta-based registered investment advisor firm, which manages...Read more
Merit Financial Advisors Adds $900M Southern California Firm
Merit Financial Advisors has acquired a Southern California-based advisory firm, which oversees abo...Read more
Stevens Capital Partners Tops $800M AUM, Acquires Dallas CPA Practice
Stevens Capital Partners has surpassed $800 million in assets under management less than six years ...Read moreRIA MAI Capital Adds $551M in AUM in New Deal
MAI Capital Management has added a California-based registered investment advisor firm, which manag...Read more