RIA Roundup: DayMark Wealth Partners Doubles AUM with Wells Fargo Grab
Ex-Goldman Sachs execs are joining a new RIA, Hightower's investing in a $1 billion Wash.-based RIA, and Captrust is acquiring a $538 million firm.
Source: wealthmanagement.com
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$1B advisor team leaves Wells Fargo for Dynasty-backed RIA
RIA DayMark Wealth Partners, less than a year after leaving Wells, has recruited another big team of ex-Wells advisors.
Source: financial-planning.com
RIA Roundup: Savant Acquires $3.3B Capital Directions
Savant announces largest acquisition in its history, Snowden Adds 13th office, DayMark, Focus, Mariner, EP and Exencial all add AUM.
Source: wealthmanagement.com
Wells Fargo Sues Former Counsel For Helping Advisors Form New Practice
Wells Fargo accused a former in-house counsel for secretly helping seven Ohio advisors with $1.2 billion AUM leave and form a new firm.
Source: wealthmanagement.com
Wells Fargo Sues Former Counsel For Helping Advisors Form New Practice
Wells Fargo accused a former in-house counsel for secretly helping seven Ohio advisors with $1.2 billion AUM leave and form a new firm.
Source: wealthmanagement.com