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RIA Roundup: Lazard Acquires Truvvo, Creates $8B Family Office

RIA M&A deals from Lazard, Stratos Wealth, Beacon Pointe, Pathstone, Legacy Capital, Hightower and Snowden Lane. ....

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Opto and Merchant leaders say new alts partnership is a win for access, fairness and understanding

The partnership brings Opto's private market software to Merchant's slate of partner firms managing more than $140 billion in assets. ....

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Merchant Takes Minority Stake in Succession Link

Succession Link and Merchant Investment Management are joining forces to provide succession seekers with more than just an introduction. ....

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Barry joins Summit Financial as CIO

Summit Financial appointed Kevin Barry as its new chief investment officer, the Parsippany-based investment adviser announced Sept. 20. ....

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Brainvest Wealth Management announces Jan Gunnar Karsten as Brazil CEO and Fernando Gelman as Global CEO

30-year industry veteran to lead the company's Latin American growth strategy, while Gelman assumes the international leadership position Brainvest Wealth Management (Brainvest) welcomes Jan Gunnar ....

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