WealthManagement Edge

Schwab-backed Dynasty is now offering M&A advice and financial support to firms outside its network.

The veteran executive will work to consolidate, standardize and scale the West Coast RIA.

With $2 billion in advised assets and a niche serving tech entrepreneurs, Austin-based Brainard will help Pathstone become a national brand for ultra-high-net-worth clients.

Parsec brings about $3.8 billion in AUM, raising Modera's assets to $10.5 billion and creating one of the largest RIAs on the East Coast.

The Cynosure Group's plans to build an RIA for wealthy clients got a fortuitous boost in the wake of Silicon Valley Bank’s downfall, even as its chairman has come under scrutiny for his role in the collapse.

CI Financial says it will use the profits from selling a minority stake in $5 billion AUM Congress to pay down debt. Meanwhile, Captrust, Allworth Financial, Wealth Enhancement Group, Sanctuary Wealth and MAI announced transactions representing...