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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Dynasty Helps Merrill Lynch Team Launch RIA Premier Path
Launched with support from Dynasty Financial Partners, the New Jersey-based Premier Path Wealth Partners managed $875 million at Merrill.
Source: wealthmanagement.com
Texas Trio Leaves Linscomb & Williams for Precedent Wealth Partners
Firm namesakes Harold, George and Grant Williams have left Linscomb & Williams to start Precedent Wealth Partners, which shares profits with clients.
Source: wealthmanagement.com
Cadence Bank Announces Fourth Quarter 2021 and Annual Financial Results; Announces Increase in Quarterly Common Dividend
/PRNewswire/ -- Cadence Bank (NYSE: CADE) (the Company), formerly known as BancorpSouth Bank, today announced financial results for the quarter and year ended...
Source: prnewswire.com
Cadence Bank Announces Fourth Quarter 2021 and Annual Financial Results; Announces Increase in Quarterly Common Dividend
/PRNewswire/ -- Cadence Bank (NYSE: CADE) (the Company), formerly known as BancorpSouth Bank, today announced financial results for the quarter and year ended...
Source: prnewswire.com