Wealth Management IQ and Discovery Data have compiled a list of RIAs that are experiencing outsized growth while keeping sight of their first priority: the client.
United Advisor Group, which launches with $750 million in AUM, wants Goldman's full suite of integrated wealth management services, including alternative investments and asset-backed lending.
The trend of acquiring smaller firms continued in the RIA space this week. Steward Partners, Wealth Enhancement Group, Mission Wealth, Emigrant Partners, Mariner Wealth Advisors, Slate Hill Partners and Buckingham Strategic Wealth all got in on...
Sanctuary’s board has named former Ladenburg Thalmann executive, and Sanctuary board member, Adam Malamed to lead the firm. Dickson has no further role at the company, according to executives.
For XO Wealth Management, the partnership with Slate Hill will provide access to family office services and enhance its ability to tap into the private equity space.
PAG gets a new CEO; Pitcairn takes on a new role; Commonwealth adds $230 million team from Advisor Group; Carson Wealth moves into Missouri; Focus firm announces second deal this month; and Dynasty Financial partners with an insurance provider.
