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IAA Forms Strategic Partnership with Cleveland Family Office

Brownhelm Capital makes long-term commitment to the growth of IAA and its advisors in acquiring a substantial ownership position in Pecunia Manage. ....

Cleveland , Ohio , United-states , Brownhelm , Ed-cofrancesco , Lisa-aldape , Max-weber , International-assets-advisory , International-assets-investment-management , Brownhelm-capital , Pecunia-management , Global-assets-advisory

RIA M&A Set New Records in Volume and Multiples as Industry's Success Continued Despite Challenging Conditions

/PRNewswire/ In 2022 private capital continued to chase investments in the independent wealth management space and capital-backed RIAs grew through. ....

Blackrock , Arizona , United-states , Phoenix , Lisa-aldape , Liz-koehler , John-furey , Brandon-kawal , Advisor-growth-strategies , Advisor-growth-strategie , Buyer-pulse , Advisor-growth

AGS Releases White Paper on Future of RIAs

/PRNewswire/ In 2012 Advisor Growth Strategies (AGS), an integrated management consulting firm launched in 2009 to help owners advance their financial. ....

Phoenix , Arizona , United-states , Lisa-aldape , John-furey , Advisor-growth-strategies , Growth-strategies , Managing-partner , Human-capital , Registered-investment-advisors , Banking-amp-financial-services , Economic-news

SEC charges Adam and Daniel Kaplan with $5 million fraud

Adam and Daniel Kaplan kept getting jobs at RIAs despite the disturbing allegations that led to their firings at other firms. ....

New-york , United-states , Chicago , Illinois , Daniele-kaplan , Vincent-ancona , Bill-singer , Lisa-aldape , Daniel-kaplan , Linda-morgan , Adams-kaplan , Exchange-commission

Unprecedented collaboration launched to take on the underrepresentation of women in financial advice

/PRNewswire/ Women make up more than half of the U.S. population, but only 20% of financial advisors. The underrepresentation of women in wealth management. ....

Nebraska , United-states , Trevor-norton , Marty-bicknell , Lauryn-williams , Ron-carson , Lisa-aldape , Molly-fletcher , Nicholas-ross , Fidelity-brokerage-services , Fidelity-investments , Financial-independence-group