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...
Matt Blocki left the insurance broker/dealer world to build Equilibrium Wealth, allowing him to step away from being “product-driven” and focus instead on being “client-driven.”
Brian Addington and Theresa Allen will join California-based branches, and are the latest advisors to depart First Republic after the banking turmoil earlier this year.
