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Financial advisors were split on the current state of the economy, while a majority held a positive view of the stock market in April, according to WealthManagement.com's Advisor Sentiment Index.
The acquisitions of Wealth Management Solutions and Autumn Wind Asset Management represent Modern Wealth’s seventh and eighth transactions and bring its assets to over $3.7 billion.
The firm pulled Hightower back from the market after failing to find a buyer willing to meet its multiple, and is now considering layoffs, sources say.
Private equity money continues to fund inorganic growth for its chosen firms, and with more buyers comes more competition, according to panelists at RIA Edge.
Martine Lellis, who joined Mercer as chief talent officer in 2020, will serve as principal of M&A partner development, supporting Dave Barton, who continues to lead M&A across the firm.
Stich, who left digital custodian Entrustody in January, joins MarketCounsel this week as executive managing director and will take over a lot of the operational responsibilities from President and CEO Brian Hamburger.
