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This Week in Wealth Management M&A The mergers, acquisitions and advisor moves you may have missed the week of April 12 to 16, 2021.
According to a recent Fidelity report, there were just over $90 billion in RIA deals across 46 transactions, and $65 billion of money in motion across five IBD transactions in the first quarter of the year. Will the trend continue?
While last week was a lull, April’s second full week saw Wealth Advisor Growth Network, a practice management provider for breakaways, invest in its second firm; a $1.7 billion lift out named Naviter Wealth from regional broker/dealer Stephens.
Recently launched Journey Strategic Wealth tucked in its first advisor team, recruited from Northwestern Mutual and led by Kristin Bartlow who brings $180 million in client assets.
Ex-Wells Fargo advisor Lisa Quadrini joins Dynasty RIA Brandywine financial-planning.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financial-planning.com Daily Mail and Mail on Sunday newspapers.
S.C. Advisor Reunites with Brandywine Oak Private Wealth Team Advisor Lisa Quadrini departed Wells Fargo for Brandywine Oak Private Wealth, where she worked when it was part of Merrill Lynch.
Brandywine Oak Private Wealth, a member firm of the Dynasty Financial Partners network, added advisor Lisa Quadrini as partner, according to a Tuesday announcement.
Quadrini, who managed $500 million in client assets at Wells Fargo Advisors, is rejoining Brandywine, where she worked from 1999 to 2008 when the firm was part of Merrill Lynch. The firm exited the wirehouse in 2018 to set up its own independent RIA with Dynasty. It has $1 billion in assets under advisement with plans to grow to $1.4 billion to $1.6 billion by the end of the year.