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Independence within reach for aspiring planners
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Here s How Black Americans Can Begin Building Wealth Right Now
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Wealth Management’s Week in M&A A succinct summary of the mergers, acquisitions and movements in the wealth management industry over the first week of March.
The first week of March saw a flurry of movement among advisors and the assets they manage. In the wealthtech space came news of Betterment’s purchase of Canadia-based Wealthsimple’s U.S. business.
The RIA space saw more consolidation as Wealth Enhancement Group announced its acquisition of North American Management, a firm managing $1.75 billion in assets, to build out additional services for ultra-high-net-worth clients. It also saw new firms crop up as Dynasty Financial Partners helped a former Bank of America Merrill Lynch team that managed $1.2 billion get their bearings as a new independent firm. Snowden Lane also captured a Miami-based team from a major bank. It announced it recruited Armando Ureña of Ureña Wealth Management and his team from Wells Fargo.
RIA M&A deal: Robasciotti & Philipson merges with Abacus
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Are Advisors Really Doing Something About Diversity? The road to real change in advisory firms calls for a full-court commitment. A small number of RIAs are moving past lip service.
After the killing of George Floyd last summer set off protests across the country about police treatment of Blacks and systemic racism, Brent Kessel posted a heartfelt message about his firm’s support of the demonstrations. But, even though it had started working on racial diversity issues two years before, he knew he had to do more.
“I stepped in to take over leadership of our strategy,” says Kessel, who is CEO of Abacus Wealth Partners, a Los Angeles–based firm with $3.6 billion in assets. “Rather than just checking some boxes, we wanted to operationalize diversity, equity and inclusion into every aspect of the firm.”