Industry

Here's what you missed this week in wealth management.

A Canadian investment manager disclosed the price tag of its minority stake in one of the fastest growing RIA consolidators.

With a new South Florida home and booming stateside business, the Canadian asset manager now aims to become the leading high net worth and ultra high net worth platform in the U.S.

Charging clients a percentage of assets under management is still prevalent, but other types of fees are increasingly in the mix.

Here's what you missed this week in wealth management.

The RIA aggregator has closed or announced more than 30 transactions in 2021, and Rudy Adolf’s team sees the greatest opportunity among its traditional M&A targets.

ACG, the founding practice of a midsize firm, will keep some ties in place as it seeks further expansion under one of the most active acquirers in wealth management.

After a $70 million fundraising round, the company also plans to begin offering HSAs and emergency savings.

Pinto has taken a more active role overseeing operations firm-wide after being named co-president and co-COO in 2018.

It'a the latest move of a U.S. asset managers expanding into the businesses of private equity and credit.