Wealth Enhancement Group, a Minneapolis-based hybrid firm overseeing $54 billion in assets, has acquired Titus Wealth Management, a hybrid RIA overseeing $776 million.
Titus has eight advisers and five support staff and has three offices in San Mateo, Larkspur and Folsom, California. The acquisition expands Wealth Enhancement's Northern California presence to eight offices, the firm said in a press release.
The registered representatives of both Titus and the Wealth Enhancement Group are affiliated with LPL Financial.
The approval of the pay proposal, which handsomely compensates its CEO and president, bolsters claims that big payouts are a must in the war to retain leadership.
Integrated Partners is adding a husband-wife tandem to its network in Missouri as Kestra onboards a father-son advisor duo from UBS.
Futures indicate stocks will build on Tuesday's rally.
Cost of living still tops concerns about negative impacts on personal finances
Financial advisors remain vital allies even as DIY investing grows
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
