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Page 5 - Park Sutton Advisors News Today : Breaking News, Live Updates & Top Stories | Vimarsana

Dynasty RIAs form Defiant Interchange Advisors for middle market M&A

And Sanctuary Wealth will work with its Texas partners on M&A advisory for RIAs.

New yorkUnited statesJohn eubanksJim dicksonDefiant capital groupInterchange capital partnersDefiant interchangeSanctuary wealthConcenture wealth managementPark sutton advisorsMariner wealthCreative planningWealth managementM amp a

CI Financial s US expansion is a Canadian success story

Toronto-based CI has emerged as one of the most prolific buyers of RIAs, and its US operations are the bank's fastest-growing segment.

United statesJohn aikenGofen glossbergSegall bryant hamillWilliam hollandBarclay aikenJohn eubanksKurt macalpineYork stock exchangeMckinsey coCi financial corpNew york stock exchangeWisdomtree asset managementNorth americanNova scotiaPark sutton advisors

Baird and Hefren-Tillotson deal to further reduce brokerage ranks

The roughly 90 advisors expected to move from Hefren-Tillotson upon close of the deal will change their custodian and RIA as well.

Kim tillotson flemingHilliard lyonsWaddell reedJohn eubanksMark elzweigMellon pershingInvestment adviser associationNational regulatory servicesCharles schwabPittsburgh based hefren tillotsonMilwaukee based bairdNational regulatoryPark sutton advisorsTillotson flemingIndustry newsM amp a

Baird adds $18 billion with acquisition of Hefren-Tillotson

Century-old wealth management brand Baird is acquiring 75-year-old Pittsburgh-based Hefren-Tillotson, adding $18 billion in client assets.

Craig tillotsonKim tillotson flemingHilliard lyonsJohn eubanksSteve boothPark sutton advisorsDon belt

Creative Planning acquires Berno Financial Management

A veteran of three decades of fee-only planning is merging into one of the largest firms as it expands in the Cincinnati market.

United statesKathleen blainDonna ellisPeter malloukJoanne skinnerBrucej bernoSimon hoyleKimberly mascoLongtime national association of personal financial advisorsHenschen associatesBerno financial managementNational associationPersonal financial advisorsPark sutton advisorsCreative planningGeneral atlantic

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