RIA Roundup: Mercer Scoops 2 Firms, $580M in Assets
Mercer has picked up 2 firms with more than $500M in assets, while Robertson Stephens, WEG, NewEdge, Hub, Kestra, and RFG all announced new additions.
Source: wealthmanagement.com
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NewEdge Wealth Adds to Growing Miami Office With Former Wellington Management Equity Portfolio Manager
STAMFORD, Conn., July 06, 2023--NewEdge Wealth, LLC, a registered investment adviser specializing in servicing the needs of ultra high net worth families, family offices and institutional clients, announced today that Gregory Pool has joined its growing Miami office.
Source: yahoo.com