Page 2 - Park Sutton News Today

A major recruiting move and a large acquisition reflect a marketplace that experts say hasn’t been negatively affected by volatility, inflation or rising interest rates.

Verdence Capital Advisors Sells Minority Stake to Emigrant Verdence will use the fresh capital to hunt for more talent and further develop its family office and financial planning services. Emigrant Partners, a private equity subsidiary of New York Private Bank & Trust, has taken on another growth project in the registered investment advisory space. On Wednesday, it completed its minority investment in Verdence Capital Advisors, a wealth management and family-office firm based in Balti...

$1B Wealthstreet Investment Advisors Chooses Partnership with Beacon Pointe Beacon Pointe Advisors Largest RIA Acquisition To-Date News provided by Share this article Share this article NEWPORT BEACH, Calif., April 1, 2021 /PRNewswire/ -- Beacon Pointe Advisors ("Beacon Pointe") has just closed its largest acquisition to-date, partnering with Wealthstreet Investment Advisors ("Wealthstreet"), an RIA located in Dallas, Texas. Wealthstreet is the first firm to join Beacon Pointe with over $1B A...

Share this article Share this article MINNEAPOLIS, Jan. 14 2021 /PRNewswire/ -- Wealth Enhancement Group, an independent wealth management firm, today announced its acquisition of Reby Advisors, an independent registered investment adviser (RIA) based in Danbury, Conn., with approximately $727 million in client assets*. Upon closing, the transaction is expected to bring the number of Wealth Enhancement Group locations in the New York metro region to eight, while bringing the firms total client...

Nearly three decades after launching their practice, the two founders say they’re looking forward to spending more time with clients.

Modera Wealth Management Announces Merger with Independence Advisors and TRIA Capital Partners Investment News provided by Share this article Share this article WESTWOOD, N.J., Jan. 12, 2021 /PRNewswire/ -- Modera Wealth Management, LLC (Modera) and Independence Advisors, LLC (IA) merged on December 30, 2020. The firm operates under the name of Modera Wealth Management, LLC, with combined regulatory assets under management of approximately $4.4 billion (as of 12/31/2019), over 1,900 clients ac...