Personal Wealth Partners, a Bloomington, Minnesota-based registered investment adviser managing $631 million, has merged into Credent Wealth Management, a Fort Wayne, Indiana-based RIA managing $1.8 billion.
Terms of the merger were not disclosed.
Personal Wealth Partners will merge its Bloomington and River Falls, Wisconsin, offices and now operate as Credent Wealth Management. The addition of the new locations in Minnesota and Wisconsin brings the total number of Credent Wealth Management offices to six. Credent Wealth said in a press release.
Integrated Partners is adding a mother-son 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
A trade deal would mean significant cut in tariffs but 'it wont be zero'.
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.