EP Wealth acquires $1 billion Lehman & DeRafelo RIA
Lehman & DeRafelo offers another example of a big RIA seeking a larger partner despite turbulent economic conditions and some signs of an M&A slowdown.
Source: financial-planning.com
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United Capital veterans launch RIA aggregator with big goals
Three veterans of United Capital and Goldman are launching a new private-equity backed company whose business model is focused on acquisitions.
Source: investmentnews.com
Mercer Bolsters Pa. Presence With Purchase Of $330M Firm Andesa
Financial Advisor Magazine created exclusively for advisors by highly experienced editorial and publishing teams. We provide an interactive community for the Financial Advisor, Investment Advisor, Financial Planner, Financial Planning, RIA, Retirement Planning, ETFs, Alternative Investments, Investment News, Broker-Dealer, CFP, Wealth Manager. Financial Advisor magazine produces the Alternative Investment Strategies, Retirement Strategies, and Fiduciary Gatekeeper conferences. We also offer a variety of subscriber benefits including webinars and FREE subscription trials to valuable print and ...
Source: fa-mag.com
Wealth Enhancement Group acquires Equius Partners
Wealth Enhancement Group said it had made its fourth acquisition of 2023, this time buying the firm Equius Partners Inc.
Source: investmentnews.com
SVB's big bet on private bank ends on the auction block
SVB acquired Boston Private for $900 million in 2021 as part of its "vision is to be the premier financial partner for the innovation economy."
Source: americanbanker.com