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Wealth Management’s Week in M&A A succinct summary of the mergers, acquisitions and movements in the wealth management industry over the first week of March. The first week of March saw a flurry of movement among advisors and the assets they manage. In the wealthtech space came news of Betterment’s purchase of Canadia-based Wealthsimple’s U.S. business. The RIA space saw more consolidation as Wealth Enhancement Group announced its acquisition of North American Management, a firm managing $1.75 billion in assets, to build out additional services for ultra-high-net-worth client...

Harmony Private Wealth Becomes First Colorado Team to Join Steward Partners Global Advisory News provided by Share this article Share this article WASHINGTON, March 3, 2021 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership associated with Raymond James Financial Services, Inc. (member FINRA/SIPC), has expanded its national footprint into the Denver-area market with the addition of Harmony Private Wealth, based in Fort Collins, Colorado. With more than $350 million in assets under management, the firm comes to Steward Partners from ...