The election outcome means current tax rates are likely to stay, which could enable some dealmakers to take a bit more time closing ongoing acquisitions.
The deal is large enough that it needs approval from the government of Canada, which has sought to beef up its reviews of investments by foreign state-owned businesses.
Jonathan Robbins will join the $8.2 billion firm as general counsel and chief compliance officer, while Michael Mignosi will become the firm’s new director of organic growth.
The deals with Southeast Financial Group, Radiance Private Wealth and Silvertree Retirement Planning are part of the Summit Growth Partners initiative and bring it to 16 strategic investments this year.
Wealthstream's Michael Goodman describes his philosophy and approach behind managing a successful wealth advisory firm and serving clients with meaningful wealth and complex financial needs.
Mainstay Wealth Management, with over $850 million in AUM, was with Ameriprise Financial Services for 33 years and is now part of Steward’s legacy division.
Front Street Capital Management, which previously used Schwab for custody, has switched to SEI in part because of support for its unique investing activities.
MAG Wealth Management has also sold a 30% stake to Carson Group, and it will become the first Carson Wealth branded location in the state of Minnesota.
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