See the latest on the Wealth Management Industry including M&A activity, diversity and inclusion and RIA updates.
Get the latest stories direct to your inbox - subscribe to the Morning Memo.
Andrew Ober has worked in the industry for over 40 years, including a multi-decade stint at Merrill Lynch. He’s joining Raymond James' independent advisor channel.
Garrett, Perkins & Horton Advisory Partners and Brad Werner & Company joined the registered investment advisory platform under the Summit Growth Partners minority-ownership model.
Private equity firm Charlesbank, which also owns a stake in Lido Advisors, will be a majority owner of the firm; the capital will be used to invest in Rise Growth's targeted RIAs.