People

The addition of Bainco gives Cerity a New England presence and increases its AUM to $28 billion.

Goldman Sachs Wealth Management's chief investment officer also calls cryptocurrencies "gambling...not an investment."

The firm made seven RIA acquisitions in the last month of 2020 with a total of almost $3.9 billion in assets under management and more than 3,200 new clients.

Thirty-four-year-old Keith Patrick Gill is the person behind YouTube videos that lit the fuse, according to a Reuters report.

Here are the breakaways, mergers and acquisitions, and appointments announced the week of Jan. 25, 2021.

Associated Financial Consultants & Investor Services has recruited former Investacorp CEO and CCO Patrick Farrell and Marcus Arneaud, respectively, as financial advisors, after their b/d was folded into Securities America.

MAI Capital was one of the most active RIA acquirers in 2020, leading a charge for mid-size firms.

FMG’s acquisition of Twenty Over Ten gave it a brand crusader.