Sentinel Advisory Group, run by co-founders Brent Cashore, Peter Shulla, Nathan Keeling and Cary Grunder, manages about $300 million in client assets.
The firm's K-Series now takes in $900 million monthly, while its collaboration with Capital Group is on track to roll out its first funds next year.
Rodgers & Associates Wealth Advisers, founded by a husband-and-wife team, represents Bluespring's fourth deal this year.
A new survey from Cerulli Associates found asset managers are increasingly focused on offering custom options to keep their clients loyal.
Ameriprise has filed a suit against LPL, claiming that the broker/dealer directs recruits to take client information and trade secrets when they leave the firm.
The acquisition of Ratio Wealth Group, a Denver-based firm with $530 million in assets, is Robertson Stephens’ fourth deal this year.
The milestone validates Captrust’s business model and growth of the registered investment advisor space.
