RIA Week-End Roundup: Snowden Lane Adds $200M in Assets with UBS Team
Snowden Lane adds UBS duo with $200M in assets, another rebrand is announced and women are named to key roles at Choreo, Lido and Carson.
Source: wealthmanagement.com
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Finalists Announced for the Women in Wealth Management Awards
/PRNewswire/ -- The second annual Women in Wealth Management Awards finalists were announced today. The awards celebrate and honor the women (and men!) in the...
Source: prnewswire.com
Jamie Hopkins to Lead Bryn Mawr Trust Private Wealth Team
Hopkins revealed plans to leave Carson Group earlier this month.
Source: thinkadvisor.com
Harrison Wallace Financial Group Expands Footprint with New Office in Nashville
/PRNewswire/ -- Harrison Wallace Financial Group, a leader in financial planning and investment management, today announced its expansion with the opening of a...
Source: prnewswire.com
RIA Roundup: Carson Group Acquires $500M The Shobe Financial Group
A slower week for dealmaking in the RIA space, but Carson made its first acquisition of the year and Buckingham Strategic Wealth has announced its third.
Source: wealthmanagement.com