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Savant acquires $1 5B RIA Domani Wealth | Financial Planning

Central Pennsylvania-based Domani Wealth sought a partner that could provide more resources to its clients and its 23-person team.

United statesThomas williamsAngela berkoskyMichael dinanScott michaelBaker tilly virchow krauseBrent brodeskiJennifer hillJohn langstonKenneth eshlemanAngie stephensonRepublic capital groupRosetta capital corporationKelso companySavant wealth managementDomani wealth

Cresset, Carson Group and Emigrant Partners hire executives

Jenny Souza, Jen Abboud-Smith and Liz Nesvold respectively took over newly created roles and the CEO post at a major investor in the industry.

United statesMarina shtyrkovKarl heckenbergKevin caseyEric beckerCanaccord adamsJamie hopkinsLiz nesvoldHoward milsteinJenny souzaRaymond jamesJen abboud smithRepublic capital groupCerulli associatesBrightsphere investment groupCarson group

Modera acquires $3 75B RIA Parsec Financial | Financial Planning

One of the largest fee-only advisory firms in the country picked up a team that has grown by a factor of 9 over the past three decades.

Tom orecchioRick manskeMa marc cabezasRaj bhattacharyyaRepublic capital groupWaller helms companyWealth managementParsec financialNorth carolina basedNew jersey based moderaCapital groupHightower executive directorMarc cabezasRobertson stephens wealth managementParsec chief operating officer harliChief investment officer bill hansen

Dynasty looks to its own new investment bank to boost M&A for financial advisory firms

The support firm for RIAs sees opportunities to position itself between buyers and sellers of firms.

Sankt peterburgUnited statesNew yorkChuck faillaCharles scwabHarris baltchPeter nesvoldJames mclaughlinRaymond jamesExchange commissionRepublic capital groupWells fargoSovereign financial group in stamfordFinancial industry regulatory authorityDynasty investment bank onGoldman sachs

Venture capital rout rattles advice technology sector

The recent collapses of local financial advice startups Creativemass and TIQK indicate that the freewheeling days of venture capital funding is drawing to an end.

Craig groganAlex ulrichSteve thomsonSteve brownRepublic capital groupFinura groupSilicon valley bankBombora adviceLane ciprianiFinancial standard

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