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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...
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Mark Springett joins AmeriLife as Senior Vice President, Enterprise Data and Analytics

Mark Springett joins AmeriLife as Senior Vice President, Enterprise Data and Analytics Twenty-five-year insurance industry veteran brings hands-on experience in data and analytics, leading data science, data, BI and IT teams News provided by Share this article CLEARWATER, Fla., May 4, 2021 /PRNewswire/ -- AmeriLife Group, LLC ("AmeriLife"), a national leader in developing, marketing, and distributing annuity, life, and health insurance solutions, is excited to announce the addition of Mark Sp...
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