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RIA Roundup: Following Record Q1, RIA M&A Sees Even Busier Week

It was a remarkable week in the RIA market, with at least 14 deals announced, two new launches and more than $22 billion in transacted assets.

Akron , Ohio , United-states , Virginia , Houston , Texas , Palm-coast , Florida , Oklahoma , Grand-junction , Colorado , Denver

RIA Roundup: Following Record Q1, RIA M&A Sees Even Busier Week

It was a remarkable week in the RIA market, with at least 14 deals announced, two new launches and more than $22 billion in transacted assets.

Houston , Texas , United-states , Tampa , Florida , Colorado , Denver , Ohio , San-antonio , Grand-junction , Evermay , Virginia

OneDigital acquires Legacy Asset Management

OneDigital acquires Legacy Asset Management
pionline.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from pionline.com Daily Mail and Mail on Sunday newspapers.

Texas , United-states , Bukaty-cos , Cafaro-greenleaf , Financial-services , Wintrust-financial , Onedigital-investment-advisors , Legacy-asset-management , Asset-management , Wintrust-investments , Digital-investment-advisors , Resources-investment-advisors

LPL grabs giant bank recruit from Wells Fargo with Wintrust

LPL grabs giant bank recruit from Wells Fargo with Wintrust
financial-planning.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financial-planning.com Daily Mail and Mail on Sunday newspapers.

Great-lakes , Illinois , United-states , Wisconsin , Chicago , Tom-zidar , Dan-arnold , Christopher-cassidy , Wells-fargo-clearing-services , Prudential , Comerica-bank , Institution-services

OneDigital acquires retirement plan servicing business of Wintrust Investments

OneDigital acquires retirement plan servicing business of Wintrust Investments
pionline.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from pionline.com Daily Mail and Mail on Sunday newspapers.

Chicago , Illinois , United-states , Vincent-morris , Dan-peluse , Bukaty-cos , Cafaro-greenleaf , Financial-services , Huntington-national-bank , Wintrust-financial , Onedigital-investment-advisors , Wintrust-investments

MIL-OSI: OneDigital and Wintrust Investments, LLC Form Strategic Relationship for Retirement Plan Servicing Business

MIL-OSI: OneDigital and Wintrust Investments, LLC Form Strategic Relationship for Retirement Plan Servicing Business
foreignaffairs.co.nz - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from foreignaffairs.co.nz Daily Mail and Mail on Sunday newspapers.

Canada , Wisconsin , United-states , Chicago , Illinois , Tom-zidar , Dan-peluse , Thomasp-zidar , Davida-dykstra , Vincent-morris , Wintrust-financial-corporation-nasdaq , Wintrust-investments

OneDigital inks deal for Wintrust's retirement advisory business

OneDigital inks deal for Wintrust's retirement advisory business
investmentnews.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from investmentnews.com Daily Mail and Mail on Sunday newspapers.

Chicago , Illinois , United-states , Vincent-morris , Dan-peluse , Tom-zidar , Onedigital-investment-advisors , Wintrust-investments , Wintrust-retirement-benefits-advisors , Wintrust-wealth , Source-partners

OneDigital and Wintrust Investments, LLC Form Strategic

Brings Over $2.6 Billion in Advisory Assets to the OneDigital Platform of Over $100 Billion...

Wisconsin , United-states , Canada , Chicago , Illinois , Dan-peluse , Davida-dykstra , Vincent-morris , Tom-zidar , Thomasp-zidar , Wintrust-financial-corporation , Onedigital-investment-advisors

RIA Roundup: OneDigital Picks Up $1.3B Firm

Featured in this week’s deal roundup: OneDigital’s RIA, Carson Wealth, SteelPeak Advisors and affiliates of both Kestra PWS and Focus Financial.

Beverly-hills , California , United-states , Tennessee , Colorado , Arizona , Montclair , Chicago , Illinois , Utah , Grove-point , Vermont

OneDigital Acquires $2 Billion RIA WealthSource

OneDigital Investment Advisors has acquired WealthSource Partners, a registered investment advisor firm with about $2 billion in assets under management. The…

Onedigital-investment-advisors , Wealthsource-partners , Digital-investment-advisors , News , Ggregator , Reaking-news , Uration , Edia ,