RIA Edge

Former Fieldpoint Private Managing Director Tom Hakala joins Snowden Lane’s NYC headquarters.

Mesa Pointe Wealth in Midland, Texas, becomes seventh firm to join Sanctuary's RIA platform this year.

The latest Echelon Partners RIA M&A report shows that transactions have slowed and deal sizes are smaller relative to the end of 2021, but 2022 is still on track to be another record-breaking year.

In its seventh acquisition this year, Wealth Enhancement Group acquires Titus Wealth Management.

The RIA recently formalized services for wealthy families with $20 million or more and hired Stephen Kolano as managing director of investments.  

The funding, structured as a convertible note from Kennedy Lewis Investment Management, will boost Sanctuary’s M&A activity and improve its technology platform.

Pathstone’s third 2022 acquisition will expand its Washington, D.C., presence and increase assets to $38 billion.

It goes well beyond being able to reboot the router.