Edelman Financial Engines Picks Up PRW Wealth Management
Now at $245 billion in AUM, Edellman Financial Engines expects to increase M&A momentum in the new year.
Source: wealthmanagement.com
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RIA Roundup: Marrella Private Wealth Launches as Independent RIA
Family firm leaves Raymond James to launch independent RIA, Edelman Financial picks up $225M firm in 1st deal of year, and 7 other deals announced this week.
Source: wealthmanagement.com
Edelman buys $425M Oklahoma City RIA
Edelman Financial Engines has acquired Oklahoma City-based Align Wealth Management, an RIA that manages $425 million, Edelman announced.
Source: investmentnews.com
Stratos Wealth Advisors LLC Buys 37 Shares of Stryker Co. (NYSE:SYK)
Stratos Wealth Advisors LLC lifted its holdings in Stryker Co. (NYSE:SYK – Free Report) by 1.0% in the first quarter, according to the company in its most recent filing with the SEC. The fund owned 3,632 shares of the medical technology company’s stock after acquiring an additional 37 shares during the quarter. Stratos Wealth Advisors […]
Source: tickerreport.com
Stryker Co. (NYSE:SYK) Shares Purchased by Ninety One North America Inc.
Ninety One North America Inc. raised its holdings in shares of Stryker Co. (NYSE:SYK – Free Report) by 2.6% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 17,672 shares of the medical technology company’s stock after buying an […]
Source: modernreaders.com