Live Breaking News & Updates on Marshall Whatley

Stay updated with breaking news from Marshall whatley. Get real-time updates on events, politics, business, and more. Visit us for reliable news and exclusive interviews.

This Week in Wealth Management Deals | Wealth Management


This Week in Wealth Management M&A
The mergers, acquisitions and advisor moves you may have missed the week of April 12 to 16, 2021.
According to a recent Fidelity report, there were just over $90 billion in RIA deals across 46 transactions, and $65 billion of money in motion across five IBD transactions in the first quarter of the year. Will the trend continue?
While last week was a lull, April’s second full week saw Wealth Advisor Growth Network, a practice management provider for breakaways, invest in its second firm; a $1.7 billion lift out named Naviter Wealth from regional broker/dealer Stephens. 
Recently launched Journey Strategic Wealth tucked in its first advisor team, recruited from Northwestern Mutual and led by Kristin Bartlow who brings $180 million in client assets.  ....

United States , Fort Worth , Walnut Creek , Kristen Palazeti , Mimi Duff , Spencer Stilwell , Blake Hiett , Jennifer Moser , Lisa Quadrini , Bryan Davi , Warburg Pincus , John Low , Marshall Whatley , Jacqueline Campbell , Nichole Whatley , Wes Niblack , America Merrill Lynch , Travis Marshall , Blucora Avantax , David Eldridge , Chris Mcculloch , Kristin Bartlow , Ryan Burns , Jordan White , Jennifer Byrne , Tori Torango ,