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RIA Roundup: Following Record Q1, RIA M&A Sees Even Busier Week

It was a remarkable week in the RIA market, with at least 14 deals announced, two new launches and more than $22 billion in transacted assets.

Akron
Ohio
United-states
Virginia
Houston
Texas
Palm-coast
Florida
Oklahoma
Grand-junction
Colorado
Denver

RIA Roundup: Following Record Q1, RIA M&A Sees Even Busier Week

It was a remarkable week in the RIA market, with at least 14 deals announced, two new launches and more than $22 billion in transacted assets.

Houston
Texas
United-states
Tampa
Florida
Colorado
Denver
Ohio
San-antonio
Grand-junction
Evermay
Virginia

White Mountains expects to be tax exempt until 2030

White Mountains expects to be tax exempt until 2030
royalgazette.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from royalgazette.com Daily Mail and Mail on Sunday newspapers.

Bermuda
United-states
America
Manning-rountree
David-shield-group
White-mountains-insurance-group-ltd
White-mountains
Pillar-two
Build-america-mutual
Kudu-investment-management

RIA Roundup: Oakeson Steiner Takes $1.2B Practice to Carson Group

Carson Group, Lido Advisors, Snowden Lane Partners, Buckingham Strategic Wealth, Savvy Advisors and Cetera all announced deals this week.

Boston
Massachusetts
United-states
District-of-columbia
Boca-raton
Florida
New-york
Denver
Colorado
Phoenix
Arizona
Ron-carson

Kudu Investment Management Takes Stake in Sage Advisory Services

Kudu's minority investment in Sage Advisory Services will support succession and technology initiatives for the Austin-based institutional asset manager.

Australia
Canada
Rob-jakacki
Morgan-stanley
Primerica
Sage-advisory-services
Kudu-investment-management
Co-chief-investment-officer-robert-smith
Northern-trust
Sage-advisory
White-mountain-insurance
New-york-city-based-kudu

Kudu takes minority stake in Sage Advisory

Kudu takes minority stake in Sage Advisory
pionline.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from pionline.com Daily Mail and Mail on Sunday newspapers.

Robert-moser
Michael-walton
Thomas-urano
Robert-williams
Robertg-smith
Sage-advisory-services
Kudu-investment-management
Texas-based-sage

White Mountains reports Q3 income of $23m

White Mountains reports Q3 income of $23m
royalgazette.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from royalgazette.com Daily Mail and Mail on Sunday newspapers.

Bermuda
United-states
America
Manning-rountree
David-shield-group
White-mountains-insurance-group-ltd
White-mountain
Build-america-mutual
Kudu-investment-management

$15B RIA Sequoia Launches Family Office

Sequoia Sentinel represents about 55% of the firm’s assets and serves clients with a minimum of $20 million.

Annie-mccauley
Sequoia-financial-group
Sequoia-sentinel
Wealthstone-advisors
Zeke-capital-advisors
Kudu-investment-management
Valeas-capital
San-francisco-based

Gramercy makes $552m litigation investment

Gramercy invests in the good fight

Connecticut
United-states
London
City-of
United-kingdom
Pogust-goodhead
Tom-goodhead
Mohameda-el-erian
Opalesque-geneva
Harris-pogust
Pimco
Funds-management

Sequoia Financial Group to Add Special Needs Expertise with Affinia

Sequoia Financial acquires special needs niche, WEG announces 10th acquisition of the year, Kestra added $1.6B in Q2, and more.

United-states
Akron
Ohio
Bluespring
California
Blue-bell
American
America
Ron-kruger
Peter-nesvold
Tom-haught
Ameritrade-schwab

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