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Two experienced private equity investors in wealth management struck a deal for a minority stake in one of the industry’s biggest names.
March 15 -
The deal will push Paris-based iM Global’s assets above $24 billion and enable it to break into wealth management.
March 11 -
The RIA picks up 1,300 clients with $780 million in assets, underscoring feverish consolidation among wealth management firms.
March 10 -
Wealth Enhancement Group’s second acquisition of 2021 comes as experts say there’s an “ever-increasing buyer appetite” for $1 billion-plus firms.
March 4 -
The new additions represent Rockefeller’s first foray into Colorado.
February 24 -
The wirehouse picked up a 43-year veteran from its rival.
February 23 -
The legal tussle represents the latest effort by a brokerage firm to enforce non-solicitation agreements against advisors.
February 11 -
The team’s client base primarily consists of business owners, corporate retirement plans, families and individuals and retirees.
February 9 -
The practice received a recommendation from a surprising source and wound up picking its suitor after only a three-month search.
February 5 -
The team caters to wealthy clients and athletes, and specializes in private placement life insurance.
February 3