Wealth Management
$693M Ex-Morgan Stanley FA Team Heads to RBC
RBC Wealth Management has bolstered its Ohio footprint with the addition of The Paradigm Group, a f...Read more
“Slow and Steady” RIA M&A Growth
Mergers and acquisitions in the registered investment advisor industry experienced a decrease in ac...Read more
AssetMark Announces Expanded Cash Solutions Suite
AssetMark, a turnkey asset management platform for financial advisors, announced the expansion of i...Read more
Vanilla Closes New Funding Round with Support from Edward Jones
Vanilla, an estate planning software startup, announced a fundraising round headed by returning inv...Read more
$1.5B Advisory Team Bolts for Ameriprise from UBS
Q5 Wealth Management, a financial advisory team managing $1.5 billion in assets, has joined the ind...Read more
Summit Buys Meeder’s $400M Wealth Management Business
Summit Financial Holdings, in collaboration with its backer Merchant Investment Management, has acq...Read more
Private Advisor Group Partners with Succession Link
Private Advisor Group, a rapidly expanding independent wealth management firm with over $31.5 billi...Read more
Mid-Market M&A Demand Outpacing Supply: Q&A with Mufson Howe Hunter’s Michael Mufson
Mufson Howe Hunter recently published its middle market M&A report for the first half of the ye...Read more
Sanctuary Wealth, CAIA Partner on Alts Education Program
Sanctuary Wealth launched the Sanctuary Wealth AltVantage Program (SWAP) in collaboration with the ...Read more