See the latest on the Wealth Management Industry including M&A activity, diversity and inclusion and RIA updates.
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Carolyn Armitage, former managing director at M&A consultant Echelon Partners, will lead the independent advisor platform, currently with 180 advisors.
The Justice Department accused Paul R. McGonigle of defrauding several investors by making withdrawals from their annuities without their approval or knowledge.
Harris Baltch and Jack Petersen, co-founder and managing partner of Summit Trail Advisors, delve into integration best practices, common pitfalls that buyers should be aware of to be successful on their next deal and more.
Cetera completes its acquisition of Voya’s financial planning channel, which will join the firm’s regional director model and be rebranded Cetera Wealth Partners.
The investment firm started by the wealthy heirs to the Hyatt Hotel fortune had been looking to make an investment in wealth management for several years.
