RIA M&A dealmakers predict volume is on rise in 2023
The outlook contrasts with other industries worldwide, where volume has fallen to the lowest level since the beginning stages of the pandemic.
Source: financial-planning.com
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Atria's Cadaret Grant adds ex-Signature Bank team
While former SVB and First Republic advisors are getting more attention, the private equity-backed firm added its largest recruit in 2023 from another shuttered bank.
Source: financial-planning.com
Michigan-Based Firms Join Integrated Partners to Enhance UHNW Services
Two teams with more than $500 million in combined assets have joined the Integrated Partners platform to build out services for wealthier clients.
Source: wealthmanagement.com
Michigan-based Firms Join Integrated Partners to Enhance UNHW Services
Two teams with more than $500 million in combined assets have joined the Integrated Partners platform to build out services for wealthier clients.
Source: wealthmanagement.com
Integrated Partners Announces 1st Acquisition in 27-Year History
Chief Growth Officer Rob Sandrew describes how Integrated Parters' acquisition of Laurel Wealth fits into its "deliberate" M&A strategy.
Source: wealthmanagement.com