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After hiring Kara Murphy, the wealth manager aims to roll out investment management research and modeling tools for more than 2,400 advisors.
June 29 -
The PE-backed hybrid RIA is acquiring a practice with nine financial advisors managing $1.46 billion in client assets.
June 9 -
The private equity-backed wealth and 401(k) manager drew away an ex-Hightower team as part of its surging growth in the past year.
June 3 -
The parties are combining forces to offer other practices a longer term alternative to private equity deals.
May 4 -
Private equity-backed Wealth Enhancement Group unveiled its third largest deal ever and its first location on the West Coast.
May 3 -
The RIA roll-up could make as many as a dozen deals in 2021 through the new source of capital, CEO Marty Bicknell says.
April 27 -
As the firm repelled a rare activist challenge, a potential private equity buyer has approached it, according to a news report.
April 23 -
The deal to buy Wealthstreet Investment Advisors marks half a dozen since the RIA roll-up received a PE investment last year.
April 5 -
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 -
Ascensus sold the practice with four reps and $490 million in client assets after acquiring it two years ago.
March 9