RIA Roundup: Lazard Acquires Truvvo, Creates $8B Family Office
RIA M&A deals from Lazard, Stratos Wealth, Beacon Pointe, Pathstone, Legacy Capital, Hightower and Snowden Lane.
Source: wealthmanagement.com
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Opto and Merchant leaders say new alts partnership is a win for access, fairness and understanding
The partnership brings Opto's private market software to Merchant's slate of partner firms managing more than $140 billion in assets.
Source: financial-planning.com
Merchant Takes Minority Stake in Succession Link
Succession Link and Merchant Investment Management are joining forces to provide succession seekers with more than just an introduction.
Source: wealthmanagement.com
Barry joins Summit Financial as CIO
Summit Financial appointed Kevin Barry as its new chief investment officer, the Parsippany-based investment adviser announced Sept. 20.
Source: njbiz.com
Brainvest Wealth Management announces Jan Gunnar Karsten as Brazil CEO and Fernando Gelman as Global CEO
30-year industry veteran to lead the company's Latin American growth strategy, while Gelman assumes the international leadership position Brainvest Wealth Management (Brainvest) welcomes Jan Gunnar
Source: finanznachrichten.de