RIA Roundup: Jurika, Mills & Keifer Joins Cerity Partners
More than $6.6B in assets was transacted this week, two new firms were launched, an investment bank opened, and firms filled key positions.
Source: wealthmanagement.com
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$1B Equius Partners picks Wealth Enhancement Group
The amount of massive advisory practices across the industry more than tripled in a decade, leaving firms like Equius Partners with scale and succession challenges.
Source: financial-planning.com
Wealth Enhancement Group Grows by Adding Equius Partners, Inc., an Independent RIA with Over $1 Billion in Client Assets
/PRNewswire/ -- Wealth Enhancement Group, a national independent wealth management firm with more than $63.8 billion in total client assets, announced the...
Source: prnewswire.com
Wealth Enhancement Group Scoops Up $1B California RIA Equius Partners
In its fourth deal of the year, Wealth Enhancement Group has added more than $1 billion in assets in Northern California.
Source: wealthmanagement.com
The banking crisis is an opportunity for registered investment advisors (RIAs)
Turmoil is a time for independent advisors to show why they're worth it.
Source: financial-planning.com