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Lloyd Motor Group expands into York - Vimarsana News

Lloyd Motor Group expands into York

Click the thumbs up > Lloyd Motor Group has bought Inchcape's Jaguar Land Rover business in York, expanding its geographic footprint further into Yorkshire. The acquired outlet, which is in JLR's Arch concept, is some 25 miles from Lloyd's nearest existing business, a Land Rover outlet at Ripon. The acquisition was announced this week by Inchcape, which has also agreed the sale of its Cobham BMW and Mini dealership in Kent to Berry Group, which already represents the German premium brands nearby at Chiswick, West Drayton and Croydon.  Inchcape UK said: "These sales finalise our disposals p...

This week's Wealth Management M&A Deals | Wealth Management - Vimarsana News

This week's Wealth Management M&A Deals | Wealth Management

These are the mergers, acquisitions and firm-to-firm moves that occurred the week of February 14, 2021. Decennial winter snowstorms in the South took up much of the news this week. Advisor workflow in places like Texas was interrupted by forced blackouts that left millions without power, heat and, in some cases, running water. A couple of advisors shared their ordeal with WealthManagement.com.  Below are more deals along with firm-to-firm advisor moves announced for this week: Baird Adds The Willowpointe Group International wealth and investment management firm Baird announced that ...

Moneta Merges In Massachusetts Firm as $23.7 Billion RIA Expands Into Northeast - Vimarsana News

Moneta Merges In Massachusetts Firm as $23.7 Billion RIA Expands Into Northeast

Posted on 325 Moneta, a 100% partner-owned registered investment advisor (RIA) firm headquartered in Missouri, announces a significant expansion to its geographic footprint with a deal to merge in the principals and clients of The Berry Group of Worcester, Massachusetts. This addition is expected to bring $625 million in assets under management and represents the firm’s first presence in the Northeast. While geographic expansion is part of Moneta’s larger plan, the culmination of the deal speaks more to the match in philosophie...

The Berry Group merges with St. Louis firm - Vimarsana News

The Berry Group merges with St. Louis firm

Moneta, a partner-owned registered investment advisor company headquartered in St. Louis, has announced a merger with Worcester financial firm The Berry Group on Thursday.

Massachusetts RIA managing $625 million merges into Moneta - Vimarsana News

Massachusetts RIA managing $625 million merges into Moneta

The Berry Group, a Massachusetts-based registered investment adviser managing $625 million, has merged into Moneta, a St. Louis-based RIA.