WealthManagement Edge

After becoming Cresset's first president in May, Nesvold is leaving the rapidly growing RIA on Feb. 11.

Featured in this week’s deal roundup: OneDigital, Carson Wealth, SteelPeak Advisors and affiliates of Kestra PWS and Focus Financial.

The acquisitions of AndCo and Fourth Street will almost double firm assets and establish Mariner’s institutional business.

Canter will support RIA outreach for the digital alternative investments platform.

Private equity firm Charlesbank, which also owns a stake in Lido Advisors, will be a majority owner of the firm; the capital will be used to invest in Rise Growth's targeted RIAs.

F2 Strategy's co-founder and CEO provides his take on the most important wealth management technology news of the last month.