| | | | | 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. Read More > |
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| | | 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. Read More > |
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| | | 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. Read More > |
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| | | 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. Read More > |
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| | | The $12.5 billion RIA adds locations in Annapolis and Stevensville, Md. with the acquisition of Bay Point Wealth. Read More > |
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| | | 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. Read More > |
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| | | Front Street Capital Management, which previously used Schwab for custody, has switched to SEI in part because of support for its unique investing activities. Read More > |
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| | | 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. Read More > |
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| | | When it comes to selling, taking the highest offer from the biggest firm might not be best for advisors and their clients. Read More > |
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| | | And how RPA consolidation could result in more turnover. Read More > |
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