Corient Makes a Splash with $7.9B Maine RIA Deal

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Wealth Management

DECEMBER 17, 2024

RIA NEWS

Corient Makes a Splash with $7.9B Maine RIA Deal

H.M. Payson & Co., a 170-year-old firm with a trust company, will represent Corient's first Maine location.

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RIA NEWS

Merit Financial Acquires $773M Pacific Northwest Firm

The addition of Roth Asset Management is the 30th deal since Wealth Partners Capital Group took a minority stake in December 2020.

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Mary Kate Gulick, CMO and head of marketing for Ficomm Partners, explains why a strong brand messaging strategy goes beyond logos and colors to create lasting impressions. Watch Now >

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INDUSTRY

Raymond James, Beacon Pointe Add Firms

An Ohio-based trio of advisors managing about $995 million joined Raymond James from Merrill Lynch, while Beacon Pointe Advisors snagged two teams in Boston and Dallas totaling more than $600 million.

MUST READS

12 Investment Must Reads for This Week (Dec. 17, 2024)

Wirehouses are exploring how to combine direct indexing, manager-traded separate accounts and alternative investments into unified managed account platforms, reports FundFire. BlackRock and Franklin Templeton each published private market outlooks for 2025. These are among the investment must reads we found this week for wealth advisors.

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Finding the Right Partner for an Evolving Practice

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Wells Fargo Advisors offers full career lifecycle support for top performing advisors looking to accelerate their growth. Watch Now >

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