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Integrated Partners to Enter the M&A Business

The RIA also announced it has recruited a Missouri-based team, with $230 million in client assets, from Stifel.

Louis diamondChristian bryantRob sandrewPaul saganeyIntegrated partnersChief growth officerMissouri based nold bryantAustin noldDiamond consultantsEchelon partnersDeal report

LPL and Integrated RIA settle financial advisor fraud case for $1M

A widow alleged that an imprisoned ex-financial advisor’s enterprise pursued “a malicious campaign” against her after she fell victim to his scheme.

New yorkUnited statesThe hartfordNew britainJohn cataldoMatthew clasonPaul saganeyMatthewo clasonJason lahitaDianneg crosslandMichael edmistonMassachusetts superior courtAmerican arbitration associationPublic investors advocate bar associationJustice departmentJonathanw evans associates

Financial advisor Alex Chalekian and family launch Futurvest to improve financial literacy

Alex and Rosa Chalekian, along with their three sons, have launched a new subscription service providing education and coaching.

United statesChris paulKevin durantRosa chalekianAlex chalekianJason wenkRobertf smithPaul saganeyMac gardner finlitAndre jean pierreTanya van courtVista equityMac gardnerFinlit techFidelity investmentMoney advisor

Private Advisor Group, Integrated Partners grow with LPL

Private Advisor Group received capital from Merchant, while Integrated Partners has recruited nearly a dozen practices this year.

United statesRobert sandrewTim belloRaymond jamesAllison ellstromSamantha sferesLouis diamondPaul saganeyKent welbornAdvisor groupGoldman sachsCetera financial groupTerrana groupNorthwestern mutualWealth enhancement groupNew jersey based

Mercer Advisors acquires ACG Wealth | Financial Planning

ACG, the founding practice of a midsize firm, will keep some ties in place as it seeks further expansion under one of the most active acquirers in wealth management.

New yorkUnited statesNorth carolinaRobert sandrewChris mielnickiJody youngPaul saganeyDavid millicanMa dave bartonJeff shaverAdvisor groupArkadios business developmentWealth enhancement groupMercer advisorsArkadios capitalMariner wealth advisors

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