comparemela.com

Latest Breaking News On - Merchant investment management - Page 4 : comparemela.com

Concurrent Adds Schwab as Second Custodian

A year after announcing it would leave Raymond James and restructure to a hybrid, multi-custodial RIA, Concurrent adds Schwab as a custodian.

United statesRaymond jamesRodd newhouseNate lenzBrandon coxWells fargo advisors financial networkRaymond james financial servicesKlugh coGoldman sachs advisor solutionsPlatform solutions joe mcquaidCharles schwabWealth partners allianceWealth partners alliance founding partner brittany smithLast septemberTampa based concurrentManaging director

Concurrent Adds Largest Team in Firm History

Lumature Wealth Partners has left Raymond James to go independent with the newly restructured Concurrent

Nate lenzRoss ramseyRaymond jameScott steeleKevin mcfarlandRaymond jamesRohit mahnaFidelity institutional wealth management serviceGoldman sachsConcurrent investment advisorsCorley watsonLumature wealth partnersUnited capitalFidelity institutional wealth managementMerchant investment management

RIA Roundup: Congress Wealth Buys $1 1B MainLine Private Wealth

Congress does 1st deal since CI sold stake to Audax, 2 Indiana firms merge to create Wellington Wealth, and Ohio team leaves Ameriprise for OneSeven.

United statesFort wayneNew zealand generalNew zealandSan francisco bayCrown pointSan franciscoPark cityGreg freemanJohn froleyBen feldmeyerScott dellorfanoTony bonannoTodd resnickLeslie vothRob sechan

Trent-Legacy Capital Split Goes to Court

The two Little Rock independent registered investment advisory firms merged under the Legacy Capital banner on Dec. 31, 2020.

Little rockUnited statesNew yorkPulaski countyJason pratherBrian woodJay stricklandDeann gannMorgan sizerMatt jonesBentley blackmonFrank mcgeheeDavid trentMichael peeblesLegacy capital groupFinancial industry regulatory authority

RIA Roundup: Prospera Adds 3 Firms with $539M in Combined Assets

Following reports that RIA M&A is slowing after 2 slow months, at least 15 transactions were announced this week.

United statesCherry hillDistrict of columbiaLos gatosAnna bennerGlenn movishJoe callahanMichael tretheweyLitman gregoryMichael glombTodd resnickEric federTarah williamsJamie schacherlHomrich bergDavid bayarena

vimarsana © 2020. All Rights Reserved.