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RIA Roundup: Snowden Lane Passes $10B in Assets

More than $140 billion in transacted assets at RIAs was announced this week as milestones were achieved and new territory was conquered.

United statesNew yorkSan franciscoAlex bryerCarmen castro franceschiRichard inaTonrey jrJoe holbergAlison inaTom hardgroveDouglas gillMonroe vosGreg flemingDana tonreyAndrea meadeWilliam blair

Mariner acquires employee benefits company

Mariner Wealth Advisors’ latest acquisition is a company that provides businesses with financial wellness benefits for employees.

Marty bicknellJoe holbergMariner wealth advisorMariner financial wellnessMariner wealthFinancial wellnessMariner wealth advisorsMariner financialSouth carolina based

Focus Posts Net Loss in First Quarter, As It Readies for Sale

Focus Financial Partners posted a net loss and lower-than-expected revenues during the first quarter.

Jim shanahanJohn fureyMarty bicknellBrent brodeskiRudy adolfFocus financial partnersFinancial partnersAdvisor growth strategiesManaging partner john fureyMariner wealthSavant wealth

The 11 Largest US Funding Rounds of April 2023 – AlleyWatch

The 11 Largest US Funding Rounds of April 2023 – AlleyWatch
alleywatch.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from alleywatch.com Daily Mail and Mail on Sunday newspapers.

Al iskandariyahUnited kingdomRedwood cityUnited statesNew zealand generalNew zealandCity ofSan franciscoJian zhangAbu dhabiAbuz abyUnited arab emiratesCulver cityBlake hallNew yorkMashonaland east

Focus Financial, Goldman sued by celeb manager Mickey Segal

The founder of a firm that reportedly worked with 13 of the past 15 Super Bowl halftime performers says the transaction undercut the monetization of his company.

Russell mcgranahanPat felsMarty bicknellJohn fureyMickey segalLenny changSophia anthonyFinancial institutions groupGoldman sachsFinancial partnersLos angeles basedStone point capitalLos angeles countyGeneral counsel russell mcgranahanRegulation and complianceM amp a

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