Page 2 - Rush Benton News Today

In the second week of 2023, RIA M&A announcements abound with deals from Cerity Partners, Captrust and Mercer, among others.

Firm Continues Growth in the Kansas City areaRALEIGH, N.C., Nov. 3, 2022 /PRNewswire/ -- CAPTRUST Financial Advisors (CAPTRUST) today announced it...

RALEIGH, N.C., Aug. 11, 2022 /PRNewswire/ -- CAPTRUST Financial Advisors (CAPTRUST) today announced the addition of Reynolds Investment Management...

The former Reynolds Investment Management will partner under the Captrust banner with a Greenville, S.C. team acquired last year.

Captrust's Rush Benton sees no slowdown in deals on the horizon, despite the lull in the economy.

The struggle for independent advisors to find and keep the right people fuels a record-setting merger and acquisition climate. In its 2022 RIA Survey, Advisor Growth Strategies polled 101 independent firms to uncover their perspectives on business management and M&A. More than half of this year’ s respondents manage greater than $1 billion in client assets,...

Toronto-based CI has emerged as one of the most prolific buyers of RIAs, and its US operations are the bank's fastest-growing segment.

CAPTRUST Financial Advisors has announced two additional acquisition deals that were completed last year.

Captrust announced two deals adding more than $1.5B in AUM: Crescent Capital in New Orleans and Nashville-based New Market Wealth Management.

Captrust is adding Boston-based RINET Company, a firm with $2.2 billion in assets. According to Captrust, the move strengthens its family office services.