Integrated Partners, a fast-growing RIA built on a CPA-affiliation model, makes its first full acquisition—a $2.25 billion Southern California RIA—as the firm embarks on 'deliberate' M&A growth strategy.
CI Financial is still set to take its U.S. business public and pay down debt on its Canadian businesses in 2023, said CEO Kurt MacAlpine—while a stateside shopping spree may be slowing.
Savant announced the largest acquisition in its history this week, while Snowden Lane established a 13th office, Sanctuary added a team from Merrill Lynch, DayMark added a team from Wells Fargo, Focus facilitated two tuck-ins, and Mariner, EP...
A new WMIQ study on retirement planning, conducted in collaboration with annuity provider Midland Advisory, found more than 3/4 of potential clients feel it’s important for advisors to be fiduciaries and nearly 2/3 prioritize retirement expertise.
A dedicated tax practice, proactive staffing strategy and 'shrink-to-grow' philosophy are just a few of the things that set Brandywine Oak apart from its peers.
