The trend of acquiring smaller firms continued in the RIA space this week. Steward Partners, Wealth Enhancement Group, Mission Wealth, Emigrant Partners, Mariner Wealth Advisors, Slate Hill Partners and Buckingham Strategic Wealth all got in on...
Sanctuary’s board has named former Ladenburg Thalmann executive, and Sanctuary board member, Adam Malamed to lead the firm. Dickson has no further role at the company, according to executives.
Patrick Lawlor will help execute on Savant’s five-year growth plan, which includes an accelerated M&A strategy.
The president of Kestra Holding’s Bluespring Wealth Partners discusses the firm’s mission of acquiring independent wealth management practices, and shares his unique perspective and advice on M&A, independence, business ownership and more.
If a sale to private equity firm Clayton, Dubilier & Rice is approved at $53/share, Focus will cease to be a publicly-traded company.
Two brokers with the firm Laidlaw & Co. were penalized for excessive trades that were unsuitable for clients.
In the relaunched WealthStack podcast hosted by Shannon Rosic, she and Davis Janowski discuss technology’s role as a driving force for success in the wealth management industry.
