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The Colony Group and XML Financial Group are set to bring on an RIA and a wealth management practice, respectively, in the third quarter of 2021. Focus also announced that Sonora Investment Management will join as a partner firm.
July 8
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The two announcements hours apart came after at least 33 firms with $1 billion or more in client assets changed hands in the first quarter.
July 1
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The RIA completed seven transactions in the first quarter, along with starting a new international venture in partnership with the billionaire Hinduja family.
May 10
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Beryllus Capital will provide investment management, banking and real estate advice.
March 23
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Though interest rates remain low, the partnership gives advisors specialized deposit accounts and lending opportunities tailored to wealthy clients.
February 1
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Private equity points to the birth of the advisor independence movement as proof they’re in it for the long haul.
April 20
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The RIA’s revenues blow past $1 billion, but industry observers note fierce competition among rival buyers.
February 20
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Successful deals are generating a high degree of confidence in the M&A market.
January 21
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The RIA holding company reports a 30% rise in revenues and 30 M&A deals.
August 8
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Genstar puts consolidator Mercer Advisors up for sale.
July 11
