RIA News

Sanctuary facilitated the tuck-in of The Alteri Group, a six-person Texas team fresh out of the wirehouse.

The $600 million acquisition advances Equitable’s wealth management growth strategy.

Merchant Investment Management's stake will fund Mulholland Growth's acquisition plans of smaller RIAs, and help educate advisors on Redwood's "disruptive" asset management strategies.

The investment will allow Signature Estate & Investment Advisors to move into the M&A space for the first time and expand distribution for its TAMP.  

NAPFA Board begins search for CEO to replace Geoffrey Brown, who will step down Nov. 15.

The Wipfli Financial Advisors acquisition comes with a retirement practice and a mass-affluent focused tech platform.

Fidelis hopes to bring private banking services to the independent space, at a time when, these advisors say, the big institutions are cutting back.

The former Reynolds Investment Management will partner under the Captrust banner with a Greenville, S.C., team acquired last year.

The Cleveland-based acquisition strengthens MAI’s foothold in Northeast Ohio as it continues efforts to add new capabilities.