WealthManagement Edge

NFP says it is realigning the company to better showcase growing wealth management and retirement plan offerings, attract new talent and deliver "holistic" financial planning.

Savant Wealth Management has announced three promotions and one new hire as part of a five-year, 500% growth plan supported by capital from Kelso & Company.

After seven years, Ascent Wealth Partners Returns to Dynasty Financial Partners for outsourced CFO, compliance and marketing services.

Funding from Merchant is intended to help bolster Argos’ strategic growth and international reach.

Focus Financial Partners says the global and market uncertainties present opportunities, rather than obstacles, to the firm’s growth.

Permit Capital Advisors brings alternative investment and philanthropic experience to Cerity Partners’ growing landscape of financial services for the ultrawealthy.

Mercer’s acquisition of Sanford Advisory Services in Michigan is its second this week.

All the pieces seem to be in place, which makes industry failure that much more frustrating.