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Arax Acquires $1 7B RIA; Recruits $270M Wells Fargo Team

Arax Acquires $1 7B RIA; Recruits $270M Wells Fargo Team
wealthmanagement.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from wealthmanagement.com Daily Mail and Mail on Sunday newspapers.

United statesDavid simonJamie fisherMike zabikWaller helmsAshton thomasMichael riordanTimberline bankTimberline bank grand junctionInvestment bankArax investment partnersRedbird capital partnersAshton thomas private wealthSimondavis assetPatrick southPark sutton advisors

Weinheimer Wealth Management Joins Exencial Wealth Advisors

Exencial has picked up a $500 million Austin firm in its 3rd-ever acquisition.

United statesNorth carolinaJohn burnsDan erichsonMatt weinheimerAmeritas advisory servicesFirst united bankExencial wealth advisorsOklahoma city basedWeinheimer wealth managementPark sutton advisorsNorth carolina based willingdon wealth managementShoreline financial advisorsPark sutton

Why RIA Trutina Financial sold to aggregator Captrust

Why RIA Trutina Financial sold to aggregator Captrust
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.

North carolinaUnited statesNew yorkCatherine currinJohn langstonMatt myersGeoffrey schockRepublic capital groupNormann financial group in sanfordTrutina financialCaptrust financial advisorsNormann financial groupCapital advisorsNorth carolina based captrustPacific northwestFinancial planning

Mercer Advisors Acquires Paragon Wealth Strategies, LLC

/PRNewswire/ Mercer Global Advisors, Inc. ("Mercer Advisors"), a national Registered Investment Adviser (RIA), today announced the acquisition of Paragon.

United statesIan aquilarJonathan castleScott sniderRiezman bergerChris tofalliDavid bartonCertified financial planner board of standards incPrnewswire mercer global advisors incChris tofalli public relationsWaller helms companyRegis acquisition incMercer global advisors incMercer advisors insurance servicesRegis acquisitions incParagon wealth strategies

Beacon Pointe Pens Two More Deals Totaling $940M in AUM

The Reed Finney Team from Bleakley Financial and Private Capital Management expand Beacon Pointe’s presence in New Jersey and Northern California.

United statesSan franciscoNew yorkMarin countyMichael dowMatt cooperShannon euseyReed finneyJoe ramosDon schipfBleakley financial groupCharles schwabBeacon pointe advisorsSouthern california basedBeacon pointeBeacon pointe president matt