| | | | | The investment from FJM, which has its roots in convenience stores, will help Balentine with succession planning and growth. Read More > |
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| | | The deal with Stonebrook Private represents Elevation Point’s first strategic investment since its inception in June. Read More > |
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| | | As a result of the changes, The Colony Group and Buckingham names will go away. Read More > |
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| | | Cardinal Investment Advisors, an institutional consulting firm, will expand upon Mariner Institutional, a new division seeded last year when the RIA acquired two firms with that focus. Read More > |
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| | | Two-thirds of the firm is now owned by remaining shareholders, including advisors and employees. Read More > |
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| | | The deal with Prio Wealth will expand Cerity’s offerings for private and corporate clients in the Boston metro area. Read More > |
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| | | Adrienne Penta started work at the Boston-based SCS this week after spending 15 years at Brown Brothers Harriman. Read More > |
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| | | Concentric Wealth Management represents MAI’s second West Coast acquisition in 2024. Read More > |
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| | | Debbie Taylor, who runs the 10-person Taylor Financial in Franklin Lakes, N.J., will lead Carson's new tax strategy. Read More > |
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| | | The combination with Harrison Berkman Claypool & Guard and its RIA enhances Coldstream’s existing tax and consulting practice and brings its total AUA to $11.1 billion. Read More > |
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| | | The additions bring Savvy’s total number of advisors to 40 and assets under management to more than $1 billion. Read More > |
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| | | Hillguard Wealth Management will join Sanctuary Global and work out of the firm’s Miami office. Sanctuary President Vince Fertitta said there was a demand for an alternative to “the way most banks and wirehouses” treat international business. Read More > |
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