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EP Wealth Advisors® Acquires Northern California-based Firm - Vimarsana News

EP Wealth Advisors® Acquires Northern California-based Firm

Press release content from Business Wire. The AP news staff was not involved in its creation.

Source: apnews.com
Hightower Acquires $1.8B Kansas RIA - Vimarsana News

Hightower Acquires $1.8B Kansas RIA

During a year when ever-larger RIAs are being acquired, Hightower says it reached a deal with 6 Meridian, a $1.8 billion AUM RIA in Wichita, Kan.

Wealthspire Advisors Closes on Acquisition of Private Capital Group - Vimarsana News

Wealthspire Advisors Closes on Acquisition of Private Capital Group

New York (PRWEB) December 10, 2021 -- NEW YORK, December 10, 2021 – Wealthspire Advisors, an NFP company and independent investment adviser, announced it has

Source: prweb.com
The Dark Side of Dealmaking - Vimarsana News

The Dark Side of Dealmaking

The RIA M&A market may be hot, but advisors should proceed with caution, said speakers at the MarketCounsel Summit this week.  

Aspiriant Merges with HearthStone Private Wealth Management - Vimarsana News

Aspiriant Merges with HearthStone Private Wealth Management

/PRNewswire/ -- Aspiriant, a leading independent wealth management firm in the U.S., and HearthStone Private Wealth Management ("HearthStone"), a San Diego...