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Paul Stetz News Today : Breaking News, Live Updates & Top Stories | Vimarsana

RIA Roundup: Captrust Buys $1 1B Trutina in Pacific Northwest

No less than 13 deals were announced in the RIA space this week, along with a rebrand, a new launch and a couple of talent grabs.

United statesNorth carolinaColorado springsNew jerseySouth carolinaIan aquilarAndrew palmasanoTed suttonPaul stetzAlex arnoldRaymond jamesBrian williamsSean mortonDavid fisherCharles wannerJohn middleton

Transcend Partner Group Joins Lincoln Investment Planning to Buy RIAs

New RIA aggregator on the block Transcend partners with Lincoln to build an industry-leading platform through acquisition.

David devoeRuhlin roePaul stetzFrancine miltenbergerEd forstTranscend partner groupLincoln investment capital holdingsDevoe coCharles schwabLincoln investment planningScott risterMercer global advisors

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