Biggest News Aggregation in the World
📰 Edward Link News

Edward Link News Today

Fast, Ad-Free News Updates

Stay updated with breaking news from Edward Link. Real-time updates on events, politics, business and more.

US in the news: Coldstream WM and Paracle Advisors merge

A round-up of people moves and M&A deals across North America M&A Seattle-based Coldstream WM is to merge with Paracle Advisers. The combined RIA group, under the Coldstream brand, will have $5.7bn (£4.1bn, €4.7bn) in client assets. The financial details of the deal were not disclosed. Kevin Fitzwilson, Coldstream’s managing shareholder, said: “We’re thrilled to partner with Paracle Advisors and to bring our two firms together in what we view as a true merger of equals. “Successfully...
United States Lafayette Square Broward County Scottish Borders United Kingdom Eric Vainder

Stay Updated with Latest News

Get breaking news updates delivered to your inbox

Browse All News →

Eight-person UBS team managing $900 million joins RBC

Eight-person UBS team managing $900 million joins RBC The addition of Meridian Group gives the firm a Roanoke, Virginia, footprint May 3, 2021 A four-adviser, eight-person team managing $900 million at UBS in Roanoke, Virginia, has moved to RBC Wealth Management. Advisers N. Edward Link Jr., Michael Kemp, Bradley Blum and Allison Link, along with their four associates, work as the Meridian Group. The team will open RBC’s first office in Roanoke. N. Edward Link has 34 years of experience and h...
United States Michael Kemp Bradley Blum Meridian Group Allison Link Edward Link

Explore More Categories

World News India News Business Technology Sports Entertainment Health Science