Sanctuary Wealth acquires Tru Independence
Sanctuary Wealth redefines its RIA channel with their latest purchase.
Source: yahoo.com
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RIA Roundup: NFP Acquires Divergent Wealth Advisors
NFP grew wealth and retirement, R&R joined Commonwealth, tru Independence launched 44 North and Johnson Financial, LPL and Kestra all made announcements.
Source: wealthmanagement.com
$500M Merrill Team Launches Sykon Capital with tru Independence
Sykon is the fourth team to join tru in the last five months, bringing the platform to $2 billion in new assets in the first half of 2023.
Source: wealthmanagement.com
RIA Roundup: Cetera Buys 1st Pure RIA, The Retirement Planning Group
Cetera announced its 1st non-hybrid RIA acquisition, Hightower and Wealthspire added a billion dollars and Mercer, Kestra and tru Independence announced deals.
Source: wealthmanagement.com
tru Independence Debuts truView Platform
The experience as a service (EAS) platform uses Advyzon as the foundation and Lumiant will support the behavioral finance aspect.
Source: wealthmanagement.com