Allison Link News Today : Breaking News, Live Updates & Top Stories | Vimarsana

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 combining two leading RIA firms, without inviting private equity or outside equity capital, support...

Eight-person UBS team managing $900 million joins RBC The addition of Meridian Group gives the firm a Roanoke, Virginia, footprint May 3, 2021 A four-adviser, eight-person team managing $900 million at UBS in Roanoke, Virginia, has moved to RBC Wealth Management. Advisers N. Edward Link Jr., Michael Kemp, Bradley Blum and Allison Link, along with their four associates, work as the Meridian Group. The team will open RBC’s first office in Roanoke. N. Edward Link has 34 years of experience and had been affiliated with UBS since 2012, according to his BrokerCheck profile.Kemp has 28 years of ex...