The funding, structured as a convertible note from Kennedy Lewis Investment Management, will boost Sanctuary’s M&A activity and improve its technology platform.
The CEO of Lifeworks Advisors details his firm's strategy, business model and ability to build technology that is aligned with the largest growth opportunities in wealth management.
Savant Wealth Management has initiated the next phase of an accelerated five-year growth plan with the acquisition of Virginia-based Alliant Wealth Advisors.
As we see the commoditization of custody, what other services are custodians providing to RIAs? Steve Earner, head of LPL Financial’s RIA platform, addresses the topic.
Vance Barse, wealth strategist and founder, Your Dedicated Fiduciary, and James Fisher, vice president of mergers and acquisitions, FP Transitions, explore how to find 'the right fit' when it comes to acquisitions.
