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Top News In Wealth Partners Capital Group Today - Breaking & Trending Today

Echelon Reports 2nd Busiest Q1 for RIA M&A | Wealth Management

Private equity participation picked up after a 2023 dip and a couple of new names appeared on the list of top buyers. ....

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AmeriFlex Group Adds 16 Advisors, $1.9B in Q1

Waverly Advisors has added three teams and almost $2.5 billion in 2024, and Fortis Capital picked up a Chicago practice helmed by a father/daughter team. ....

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PE-Backed Waverly Advisors Purchases McShane Partners

McShane was founded in 1985 as one of the first fee-only RIAs in Charlotte. ....

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EP Wealth snaps up Wacker, a $1.2B California practice

EP Wealth snaps up Wacker, a $1.2B California practice
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EP Wealth Advisors Buys $1.2B Wacker Wealth Partners

EP grows assets by nearly $1.2 billion in Central California by acquiring Wacker Wealth Partners ....

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