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Snowden Lane opens 15th office as advisor duo launch firm in Florida

Snowden Lane opens 15th office as advisor duo launch firm in Florida
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United statesRon zuckermanRob mooneyZuckerman mcmanus wealth advisory groupLaidlaw company united kingdom ltdSnowden lane partnersJohn paulUnited kingdomSouth floridaSnowden lane

Former Citigroup veteran joins Snowden Lane Partners for HNW-focused practice

Former Citigroup veteran joins Snowden Lane Partners for HNW-focused practice
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Snowden Lane Partners Recruits Hybrid RIAs in Colorado, Florida

The newest additions are the 2nd and 3rd teams to jump to Snowden Lane from within the independent channel.

New hampshireUnited statesCity ofUnited kingdomNew yorkCoral gablesHong kongRocky mountainUnited arab emiratesSchuyler caytonLyle lamotheGreg franksDouglas gillRob mooneyWendell caytonPedro pelaez

RIA Roundup: Carson Wealth Adds Locations in Georgia, Montana

It was another busy week for M&A announcements in the RIA space. No less than 10 firms announced deals, representing close to $8 billion in transacted assets.

United statesNew yorkColorado springsGary wagnerMarty bicknellDave porterJoe spidalieriStephanie moroneyRhonda holifieldPaul reinkerThomas oconnorBurt whiteWealth enhancement groupAncora groupResearch greg halterClient services associate nicole bauman

Snowden Lane addition brings total recruited assets this year to $1B

Former Merrill Lynch advisor is the latest to switch to the hybrid RIA.

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