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Wealthspire acquires $1 billion firm to expand in the Atlantic region

Wealthspire Advisors announced Wednesday an agreement to independent wealth management firm ACG Wealth Management.

New yorkUnited statesJessica espinozaMike lamenaJ saunders sandy wigginsNew york city basedWealthspire advisorsEast coastHeron wealth

NFP to Acquire Virginia-based Actuarial Consulting Group and ACG Advisory Services, Expanding its Retirement and Wealth Management Capabilities and Scale

New York (PRWEB) June 07, 2023 New York, June 7, 2023 – NFP, a leading property and casualty broker, benefits consultant, wealth manager, and retirement

United statesJ saunders sandy wigginsJessica espinozaMike lamenaWaller helms companyWealthspire advisorsAdvisory services incActuarial consulting group incActuarial consulting groupSutton advisorsSpotts fainBusiness insurancePress release

Wealthspire Advisors Purchases Heron Wealth

Heron Wealth is a New York-based wealth advisory firm that manages approximately $300 million in assets.

New yorkUnited statesMike lamenaHeron financial groupWealthspire advisorsHeron wealthNew york basedNew york citySutton advisors

[Event] Getting a Deal Done: M&A Opportunities for Asset and Wealth Managers - October 26th, New York, NY | Seward & Kissel LLP

What to expect? The first half of 2022 marked another banner period for asset and wealth management deals, with deal volume up 11% compared to the same period in 2021, according to.

Cameron hoernerElizabeth bloomer nesvoldRob jakackiRaymond jamesCraig sklarPiper sandlerMichael tiedemannDavid leeJim abbottSeward kisselMike lamenaMelvin hibberdHead of investment teamEquity fund of fundsHead of business transactions groupFinancial services

RIA CEOs: Client Experience, Capabilities to Shape the Next 10 Years

In the future, clients are going to look to their experience, and the depth of services an RIA can offer.

Heather fortnerMike lamenaBob orosWealth management industry awards

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