Weinheimer Wealth Management Joins Exencial Wealth Advisors
Exencial has picked up a $500 million Austin firm in its 3rd-ever acquisition.
Source: wealthmanagement.com
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Noteworthy Deals of the Decade | Wealth Management
A look at seven of the most notable private equity deals in the RIA space.
Source: wealthmanagement.com
RIA Roundup: Mercer Scoops 2 Firms, $580M in Assets
Mercer has picked up 2 firms with more than $500M in assets, while Robertson Stephens, WEG, NewEdge, Hub, Kestra, and RFG all announced new additions.
Source: wealthmanagement.com
Modera Merges With $3.8B North Carolina RIA Parsec Financial
Parsec brings about $3.8 billion in AUM, raising Modera's assets to $10.5 billion and creating one of the largest RIAs on the East Coast.
Source: wealthmanagement.com
RIA Roundup: Wealthspire Advisors to Acquire Heron Wealth in NYC
No fewer than seven M&A deals were announced this week, while three new RIAs launched on industry platforms and three key hires were made in support of growth.
Source: wealthmanagement.com