See the latest on the Wealth Management Industry including M&A activity, diversity and inclusion and RIA updates.
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The advisors will be based in the Miami location for the division of Raymond James. The company has added 18 total advisors to that office just this year, with total client assets of $3.3 billion.
The survey from Herbers & Company found that individuals with assets exceeding $1.2 million and benefiting from the services of an advisor displayed far more satisfaction than those that did not.
Arete Wealth will also distribute Masterworks’ new Diversified Art Portfolio, a Regulation D private placement, which the firm expects to make available to other RIAs and broker/dealers eventually.
The deal for the New York City and Morristown, N.J.–based firm pushes CI Financial above $100 billion in U.S. wealth management assets and is its 28th U.S. deal since entering the market two years ago.
The bronze image of a girl standing defiantly with her hands on her hips has come to the end of its three-year permit for the space across from the New York Stock Exchange.
After bristling at the high valuations for RIAs and getting out-bid in the M&A market for years, employee-owned Aspiriant found the principals of HearthStone Private Wealth Management weren't simply looking for the highest offer.
Everest Consolidator Acquisition Corporation, Adam Dooley's SPAC targeting wealth management firms, raised $172.5 million in its initial public offering. Dooley discusses the profile of firms he’s looking for and what the SPAC structure has to...
