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Dan Westin News Today : Breaking News, Live Updates & Top Stories | Vimarsana

US in the news: Fairport Wealth names CEO | International Adviser

US in the news: Fairport Wealth names CEO | International Adviser
international-adviser.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from international-adviser.com Daily Mail and Mail on Sunday newspapers.

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RIA Roundup: CI Financial Sells Stake in Boston RIA to Pay Down Debt

More than $5B in transacted assets was announced this week as Captrust, Allworth, Wealth Enhancement Group, Sanctuary and MAI all made M&A moves.

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CAPTRUST Acquires Minnesota Firm With $770M in Assets

CAPTRUST Financial Advisors has acquired QA Wealth Management, a Minnetonka, Minn.-based firm with $770 million in advisory assets, according to a news release.

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QA WEALTH MANAGEMENT JOINS CAPTRUST

/PRNewswire/ CAPTRUST Financial Advisors (CAPTRUST) today announced the addition of QA Wealth Management (QA). Based in Minnetonka, Minnesota, QA provides.

United statesDan westinBig fourFirm specializes in wealth management for bigWaller helms companyFirm specializesWealth managementJohn wingRush bentonGreater minneapolis areaSutton advisorsCaptrust financial advisors

Captrust acquires QA Wealth, a Minnesota firm managing $770 million

Captrust said it has acquired QA Wealth Management, an advisory firm in Minnetonka, Minnesota, that manages $770 million in client assets.

United statesMonroe vosBig fourDan westinMary beth franklinCaptrust financial advisorsJohn wingNorth carolina basedSutton advisorsSocial securityMary beth

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