Raymond James and Beacon Pointe Advisors announced significant acquisitions. Raymond James lured a team totaling nearly $1 billion from Merrill …
Corient to Acquire $7.9B Maine RIA, H.M. Payson & Co.
Corient, the rebranded U.S. wealth management business of CI Financial, announced plans to acquire H.M. Payson & Co., a Portland, …
Self-Healing Mechanism Provides Alternative Loans Opportunity
Since the great financial crisis of 2008, there’s been a fundamental shift in the fixed-income landscape. Banks have been central …
HGGC-backed Waverly Advisors acquires investment advisor Planning Capital
The acquisition of Planning Capital marks Waverly’s 20th transaction since securing an investment in December 2021 from Wealth Partners Capital …
Beacon Pointe seizes $40B victory with dual acquisitions
adminUpdated on Leave a Comment on Beacon Pointe seizes $40B victory with dual acquisitions2 min readThe prominent woman-led RIA’s latest deals add $613 million in assets as well as new footholds in Boston and Dallas. …
Disbennett Wealth Management Group Voted 2024 Best in Ohio Business Award, Financial Planning Firm by Ohio Business Magazine
CARROLL, Ohio, Dec. 17, 2024 /PRNewswire/ — Disbennett Wealth Management Group, a leading financial planning firm in retirement planning and wealth …
Merit Financial Advisors Partners with Roth Asset Management and Expands Presence in Pacific Northwest
ATLANTA, Dec. 17, 2024 /PRNewswire/ — Merit Financial Advisors (“Merit”), a Georgia-based financial advisory firm that specializes in financial planning …
Beacon Pointe Advisors Rounds Out the Year with Robust Growth Driven by Key Acquisitions
Boston and Dallas Transactions Bring Beacon Pointe’s Total Assets Under Advisement to Approximately $40 Billion at Year-End NEWPORT BEACH, Calif., …
Corient set to snap up mega-RIA $7.9B H.M. Payson
Kurt MacAlpine, partner and chief executive officer of Corient. The deal to acquire Maine’s largest RIA gives CI Financial’s US …
Apella Wealth Expands West Coast Presence with Addition of Young Wealth Management
Wealth management firm from Davis, CA brings $144 million in AUM WEST HARTFORD, Conn., December 17, 2024–(BUSINESS WIRE)–Apella Wealth (“Apella”), …