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Echelon Wealth Advisors Transitions to Naviter Wealth, Supported by Wealth Advisor Growth Network

LITTLE ROCK, AR and ROCHESTER, NY (PRWEB) April 19, 2023 Naviter Wealth today announced the breakaway of Echelon Wealth Advisors, coordinated with the ....

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Dover Advisors Launches Independent RIA to Provide Comprehensive Wealth Management

Richmond, VA (PRWEB) August 23, 2022 Dover Advisors announces the launch of its new RIA, supported by Wealth Advisor Growth Network (WAGN). Dover Advisors ....

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New Insurtech Advisor Insurance to Target Risks of Wealth Managers

K2 Placements and Wealth Advisor Growth Network (WAGN) have partnered on an insurtech platform for wealth managers buying business insurance to protect ....

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Former $1.7B Stephens Advisors Launch WAGN-Owned RIA in Arkansas

Bentley Blackmon and Phillip Worthen launch Naviter Wealth with the help of two former Envestnet executives. ....

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This Week in Wealth Management Deals | Wealth Management

This Week in Wealth Management M&A
The mergers, acquisitions and advisor moves you may have missed the week of April 12 to 16, 2021.
According to a recent Fidelity report, there were just over $90 billion in RIA deals across 46 transactions, and $65 billion of money in motion across five IBD transactions in the first quarter of the year. Will the trend continue?
While last week was a lull, April’s second full week saw Wealth Advisor Growth Network, a practice management provider for breakaways, invest in its second firm; a $1.7 billion lift out named Naviter Wealth from regional broker/dealer Stephens.
Recently launched Journey Strategic Wealth tucked in its first advisor team, recruited from Northwestern Mutual and led by Kristin Bartlow who brings $180 million in client assets. ....

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