EP Wealth scooped up a billion-dollar firm in its second acquisition of the year while a handful of other deals representing almost $900 million in assets were announced this week, and Private Advisor Group added a new role.
Two of United Capital's co-founders and another executive have left Goldman Sachs to build an RIA with $200 million from private-equity firm Crestview Partners.
Cambridge's Jeff Vivacqua describes how RIA leaders can create processes and guidelines that will generate repeatable growth through M&A and organic strategies.
