An early architect of the wealth management platform at Smith Barney, Christopher Poch has created Promethium Advisors on the tru Independence platform.
Expect to see more deals, Goss said, now that the ‘elite’ advisory network has an integration process to accommodate the volume of interest it is receiving.
Both NewEdge RIAs announced deals this week, as did EP Wealth, Crewe Advisors and Sanctuary. Income Research + Management and Angeles Wealth named new executives.
Despite a decline in M&A activity in 2023, 77% of wealth management firms expect to do a deal by the end of this year, according to a MarshBerry and WMIQ survey.
Former UBS advisor Barry Mitchell discusses why he messed with success in the quintessential narrative for financial advisors around how to think about change, due diligence, the transition process and more.
Caplan Financial Group and Advisory Partners represent Miracle Mile’s first two transactions since taking on private equity partner Corsair Capital in late 2022.
