Asia Martin

Principals of Merrill’s Liebman Marks Group have launched Amplius Wealth Advisors, joining the Dynasty Financial Partners network.

Wealth Enhancement Group’s newest acquisition, North American Management, bolsters its ultra-high-net-worth and trust services.

The M&A deal announcements for the week of February 22, 2021.

WWK Investments needed a platform where it could house brokerage and advisory assets after Schwab acquired TD Ameritrade.

Reegan Rae was recently tapped to lead Portland-based, employee-owned RIA Arnerich Massena, an advisor to HNW families and institutions. Leadership diversity is key for clients, she says.

The research firm CEO says it is an opportunity to get deeper insight into the growing RIA space.

These are the mergers, acquisitions and firm-to-firm moves that occurred the week of February 14, 2021.

Hightower’s recapitalization brings board changes, including the departure of founder Elliot Weissbluth.