News

Wealth Management industry news covering the financial markets, trends and wealth professionals.
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Highlights

Boston Financial Management President and CEO Louis Crosier

Captrust Acquires $5B Boston Financial Management

Nov 14, 2024

This represents Captrust’s first large deal this year and its sixth Massachusetts acquisition since 2019.

Rush Benton Coldstream Board of Directors

Former Captrust M&A Head Joins Coldstream Board of Directors

Nov 14, 2024

Rush Benton will replace Cascadia Capital CEO and Chairman Michael Butler on the board.

Todd Fithian The Legacy Companies Merchant Investment Management Canada

Merchant Announces First Canadian Partnership

Nov 14, 2024

The firm hired Todd Fithian, co-founder and CEO of The Legacy Companies, to lead its expansion into Canada.

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News

Wealth Management industry news covering the financial markets, trends and wealth professionals. Stay up to date with Wealth Management news and trends through our free Morning Memo e-newsletter. Join today.

Wealth Management industry news covering the financial markets, trends and wealth professionals.
Stay up to date with Wealth Management news and trends through our free Morning Memo e-newsletter.
Join today.