Missouri Advisor Leaves Wells Fargo FiNet for LPL Financial 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.
Wells Fargo Taps AdvisorEngine Exec to Lead Independent Advisor Group 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.
Earlier in the week, Wealth Enhancement Group agreed to purchase Pillar Pacifica Capital Management, a San Marino, Calif.-based firm with $1.6 billion in AUM. WEG’s AUM will increase to $30.2 billion once the deal closes.
Creative Planning, an RIA consolidator with $76 billion in AUM picked up a new business line and client service: Business valuations. The firm, Castle Wealth Advisors, offers wealth management and business valuations for business owner clients looking to sell. Castle manages $320 million in AUM.
Below are more mergers, acquisitions and advisor moves you may have missed the week of April 26, 2021.
Steward Partners Closes on Umpqua Investments Acquisition
This Week in Wealth Management M&A: April 26, 2021 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.