Captrust continues to build out its institutional business with its acquisition of Portfolio Evaluations Inc., a Warren, N.J.–based firm with more than $107 billion in AUA, its third significant deal in that market.
Not all firms participate equally in the M&A frenzy. Successful firms—both buyers and sellers—share these characteristics.
Repetto, CIO at Avantis Investors and former co-CEO of DFA, designed a new index for annuity platform provider DPL Financial Partners.
Hugh Lau is leaving D.A. Davidson to form Lau Financial Group under LPL’s affiliation model for breakaway advisors. In total, 19 teams have joined Strategic Wealth Services since it launched in April 2020.
Ron Carson discusses the key drivers behind the rise of the Carson Group, sharing his journey from a Nebraska farm to his tenure with Private Ledger, and on to how he built a nearly $20 billion independent wealth management enterprise.
