While private equity investors have an unquenchable thirst for wealth management, the public markets haven't always been kind to wealth management companies.
Eight of the 11 acquisitions Captrust did last year involved wealth management firms, a trend that Rush Benton says will continue.
The firm's purchase of Reilly Financial Advisors is another in a string of recent deals.
A JPMorgan Bank rep who advises on $200 million also moves to Atlanta-based Arkadios Capital.
Justin Green, founder of AssistFP, has learned that developing a niche is an evolutionary process.
While 2021 presented several challenges, there were also many positive legislative and regulatory developments over the course of the year.
The former UBS chief was named co-chair of recently rebranded NewEdge Capital Group.
Wrenn Financial Strategies in Raleigh, North Carolina, is the firm's latest acquisition.
Naples-based Cordasco Financial Network was founded in 2011.
Lindsey Swanson leverages search engine optimization and 'in your face' messaging to develop an advisory niche among the 'stigmatized' world of adult entertainers.
Fieldpoint Private will remain a private bank, and, as part of the new transaction, will offer its banking capabilities through the Summit adviser platform.
Liberty Point Advisors affiliates through Independent Advisor Alliance OSJ.
As firms chase scale with bigger and bigger deals, RIA sellers are enjoying the ride of record-level valuations.
Berno Financial Management was founded in 1993 and is based in Cincinnati.
Inspire Advisors recruits a $250 million duo from Financial Engines with promise that it will never require vaccines.
The deal, which closed Dec. 31, includes the acquisition of Trust Company of Illinois, which is a subsidiary of Chicago-based TC Wealth.
With simulations showing extreme projected portfolio outcomes, some financial advisers won't even use Monte Carlo modeling for their younger clients for fear of looking silly.
As investing becomes increasingly political, investors will have to balance good feelings against good performance.
Merchant Investment Management is a private partnership that invests in growth companies and other opportunities. According to its website, Merchant Investment Management this year has focused on investing in the wealth management industry.
Sterling Wealth Group is based in Melville, New York and was formerly affiliated with MML Investors Services.
