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The California company, which focuses on technology companies and entrepreneurs, will make a big push into wealth management as part of the proposed acquisition.
January 4 -
The 40-advisor OSJ brings more than double the assets of any other new group unveiled across the IBD network in 2020.
November 11
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The private equity-backed firm’s bottom line has been less affected by coronavirus-related low interest rates than its rivals, Moody’s says.
November 4
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Even with those challenges, rep productivity and client cash balances expanded in the third quarter.
October 30
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October 27
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If approved for an IPO, the blank check company will face stiff competition among the growing ranks of RIA acquirers.
October 22
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Genstar Capital Managing Partner Tony Salewski spoke openly with advisors about the firm’s investment strategy for the IBD network.
October 15
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The group of fee-only practices and networks have 1,187 IARs who manage a combined $95.7 billion.
October 13
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These firms oversee more than $185 billion in combined assets.
October 1
