Wealth Enhancement Group Scores $500M Hybrid from Raymond James
Lynch Retirement Investment Group brings WEG to almost $82 billion and adds a 4th Maryland office.
Source: wealthmanagement.com
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Echelon Reports 2nd Busiest Q1 for RIA M&A | Wealth Management
Private equity participation picked up after a 2023 dip and a couple of new names appeared on the list of top buyers.
Source: wealthmanagement.com
RIA Roundup: Cerity Hits $100B with Denver-based OCIO Firm Agility
Plus, a Los Angeles firm serving the ultra-wealthy taps a CPA from AdvicePeriod to manage multi-family office services and other reported news of the week.
Source: wealthmanagement.com
WEG Hires Former BlackRock Exec to Direct Investments
Jim Cahn is also moving into a new role, while Dan Stampf was brought in from Empower to head up a new products team.
Source: wealthmanagement.com
Wealth Enhancement Group Nears $80B Mark
In its 2nd acquisition of 2024, WEG picked up a firm with offices in Florida and New York.
Source: wealthmanagement.com