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M&A on a tear, and women advisors going solo, IN study shows

M&A on a tear, and women advisors going solo, IN study shows
investmentnews.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from investmentnews.com Daily Mail and Mail on Sunday newspapers.

Marguerita chengChuck faillaSovereign financial groupSageview advisor groupDevoe coInvestmentnews advisor benchmarking studyBrandy longSageview advisorEchelon partnersBlue ocean globalSovereign financial

PE-backed Arax grows with addition of $1 7B advisory

The deal comes as a Raymond James executive questions if advisors who choose to go with private owners won't regret their decisions in three to five years.

West conshohockenUnited statesNew yorkRaymond jame alexDavid simonRaymond jamesMichael riordanDavid devoeHaig ariyanPaul shoukryMike zabikDevoe coExchange commission onInvestment partnersExchange commissionWealth advisors

Nicklaus: Merger vaults Buckingham to top tier of wealth management industry

Buckingham is merging with Boston-based Colony Group to create a firm with more than $50 billion under management, making it one of the nation s top 10 wealth-advisory firms.

United statesNew yorkMichael nathansonJared kiserDavid devoeDavid nicklausAdam birenbaumLarry swedroeKevin groganJeffrey levineDevoe coColony groupCharles schwabBuckingham strategic wealthBoston based colony groupFocus financial partners

RIA Roundup: Fidelity Records Drop in Q1 M&A Activity

Deals are down 29% from a year ago, but the amount of assets transacted rose by nearly the same percentage.

Laura delaneyDevoe coTrilogy financial servicesFidelity institutionalAlti globalPeloton capitalTrilogy financialTrivium pointPractice management

Cognito Hires Michaela Morales to Strengthen Wealth Management Offering

NEW YORK / April 11, 2024 – Cognito, the specialist financial communications agency, announces the appointment of leading wealth management PR specialist Michaela Morales as Account Director. Based in the company's New York office, she will be instrumental in driving the growth of Cognito’s offering to the wealth and asset management marketplace.

New yorkUnited statesColumbia universityCity of new yorkMichaela moralesAndrew marshallDevoe co

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