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Dakota Wealth Adds $600M in 2nd Deal This Week

The acquisition of Minnesota-based Ledge Wealth brings Peter Raimondi’s 5-year-old firm to nearly $5 billion in assets. ....

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Dakota Acquires $350M Massachusetts RIA

The deal with C2C Wealth Management represents Dakota’s fourth transaction since June 1, and third office in Massachusetts. ....

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RIA Roundup: Dakota Wealth Grows to $3.8B with Jonathan D. Pond

Dakota, Mariner, Paragon, Cetera, tru Independence and Osaic all added advisors this week, while Berthel Fisher and Dynasty announced some executive changes ....

United States , Merrill Lynch , John Annino , Anne Crabbe , Stacy Costner , Joe Duran , Janet Byas , Leslie Dentinger , Terry Fleischman , Gordon Ross , Peter Raimondi , Brian Rupp , Jennifer Dorgan , Joanna Schaul , Bobby Yount , Berthel Fisher , Andrew Christofferson , Andrew Marsh , Adam Schwartz , Michelle Cox , Paige Swartzendruber , Angela Gingras , John Klevens , Tom Berthel , Ron Insana , Peter Newman ,

PE firms Acacia Banyan Partners, TA Associates in $230 mn India exit move

Acacia Banyan Partners, which has backed several Indian companies especially those in the public market space, and US-based private equity firm TA Associates that recently .. ....

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Former SVB Private CIO Joins Neuberger Berman Private Wealth

Former SVB Private's Chief Investment Officer Shannon Saccocia is joining Neuberger Berman Private Wealth as its CIO. ....

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