comparemela.com

Latest Breaking News On - Park sutton - Page 1 : comparemela.com

Weinheimer Wealth Management Joins Exencial Wealth Advisors

Exencial has picked up a $500 million Austin firm in its 3rd-ever acquisition.

United statesNorth carolinaJohn burnsDan erichsonMatt weinheimerAmeritas advisory servicesFirst united bankExencial wealth advisorsOklahoma city basedWeinheimer wealth managementPark sutton advisorsNorth carolina based willingdon wealth managementShoreline financial advisorsPark sutton

Noteworthy Deals of the Decade | Wealth Management

A look at seven of the most notable private equity deals in the RIA space.

United statesAbu dhabiAbuz abyUnited arab emiratesDan seivertRajini kodialamBrandon kawalLenny changRudy adolfWarburg pincusWarburg pincuNeuberger bermanDan erichsonHarris baltchThomash leeHellman friedman

RIA Roundup: Mercer Scoops 2 Firms, $580M in Assets

Mercer has picked up 2 firms with more than $500M in assets, while Robertson Stephens, WEG, NewEdge, Hub, Kestra, and RFG all announced new additions.

United statesNew jerseyNew zealand generalNew zealandSan franciscoNew yorkSan antonioMatthew hellerRob sechanJohn eubanksWilliam ennisDave bartonPatrick dwyerJim charbonneauJoe daigleErik anderson

Modera Merges With $3 8B North Carolina RIA Parsec Financial

Parsec brings about $3.8 billion in AUM, raising Modera's assets to $10.5 billion and creating one of the largest RIAs on the East Coast.

North carolinaUnited statesTom orecchioWaller helmsJohn eubanksRick manskeNational association of personal financial advisorsModera wealth managementParsec financialNational associationPersonal financial advisorsTria capital partnersFiduciary networkPark suttonIndependence advisors

RIA Roundup: Wealthspire Advisors to Acquire Heron Wealth in NYC

No fewer than seven M&A deals were announced this week, while three new RIAs launched on industry platforms and three key hires were made in support of growth.

Auburn hillsUnited statesSouth carolinaWalnut creekUnited kingdomNew yorkRiver fallsSan francisco bayStanford universityCentral regionUnited kingdom generalSanta monicaAngela gordonChris jonesTracy millerJohn perillo

vimarsana © 2020. All Rights Reserved.