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RIA Roundup: MAI Acquires More Assets in January Than All of 2023

It was a slow week for deals in the RIA space but MAI didn’t miss a beat and Wealth Enhancement Group reinforced its position as 2023’s most active buyer.

United statesEd kuresmanKevin keefeJoe kuoDon broszShawn scottRaymond jamesMike zebrowksiLas vegasMark robertsLarry rothWealthquest corpWealthquest corporationWealth enhancement groupWealth partners capital groupTa associates

One of Cincinnati s largest investment advisory firms acquired

One of Greater Cincinnati's largest investment advisory firms has been acquired

United statesEd kuresmanGreater cincinnatiWealth managementRedstone buildingCincinnati businessMai capital managementBusiness financeMadison wealth managementInvestment managementStock marketFinancial managementCincinnati business courier

RIA Roundup: MAI Picks Up $1 4B RIA in Cincinnati

At least 10 deals, representing more than $8 billion in transacted assets, were announced this week along with a rebrand and two RIA launches.

United statesNew yorkUnited kingdomDan palmerRick buoncoreLaird nortonMatthew tutenWarburg pincusJohn longleyEd kuresmanJim mcdermottAdam tolleBridgeport financial solutionsSageview advisory groupAdvisor networkGalway holdings

Madison Wealth Management Joins MAI Capital Management

Madison Wealth Management Joins MAI Capital Management
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United statesJim mcdermottRick buoncoreEd kuresmanCapital managementMadison wealthNorthern virginiaManaging partnerMadison wealth managementPresident jim mcdermottWealth managementManaging partner rick

Five Thousand Years of Basic Principles: How Andy Abel and Ed Kuresman are Energizing Giving in Jewish Cincinnati | Local News

Five Thousand Years of Basic Principles: How Andy Abel and Ed Kuresman are Energizing Giving in Jewish Cincinnati | Local News
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Jewish community centerUnited statesMilton mailenderKartan mailenderEd kuresmanAlfred abelEd kuresmansDebra steinbuchSandy abelJewish federationCommunity campaignWexner foundationJewish centerYoung adult divisionFederation planning allocationsJewish federation of cincinnati