PE-backed Arax grows with addition of $1.7B advisory
The deal comes as a Raymond James executive questions if advisors who choose to go with private owners won't regret their decisions in three to five years.
Source: financial-planning.com
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Nicklaus: Merger vaults Buckingham to top tier of wealth management industry
Buckingham is merging with Boston-based Colony Group to create a firm with more than $50 billion under management, making it one of the nation's top 10 wealth-advisory firms.
Source: stltoday.com
RIA Roundup: Fidelity Records Drop in Q1 M&A Activity
Deals are down 29% from a year ago, but the amount of assets transacted rose by nearly the same percentage.
Source: wealthmanagement.com
Cognito Hires Michaela Morales to Strengthen Wealth Management Offering
NEW YORK / April 11, 2024 – Cognito, the specialist financial communications agency, announces the appointment of leading wealth management PR specialist Michaela Morales as Account Director. Based in the company's New York office, she will be instrumental in driving the growth of Cognito’s offering to the wealth and asset management marketplace.
Source: cognitomedia.com
Sequoia Financial Group acquires $310M AUM Texas RIA
The deal brings Sequoia's locations to 14 across eight states.
Source: investmentnews.com