RIA Roundup: Congress Wealth Buys $1.1B MainLine Private Wealth
Congress does 1st deal since CI sold stake to Audax, 2 Indiana firms merge to create Wellington Wealth, and Ohio team leaves Ameriprise for OneSeven.
Source: wealthmanagement.com
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RIA Roundup: Prospera Adds 3 Firms with $539M in Combined Assets
Following reports that RIA M&A is slowing after 2 slow months, at least 15 transactions were announced this week.
Source: wealthmanagement.com
Crystal Capital Partners Deepens Partnership With Advisory Network
/PRNewswire/ -- Crystal Capital Partners, a leading turnkey alternative investment platform for financial advisors, today announced the outcome of highly...
Source: prnewswire.com
How a $600M Breakaway Team Transformed into a $2.8B Business
A conversation with Todd Resnick, co-founder and president of One Seven.
Source: wealthmanagement.com
One Seven accepts minority equity investment and rolls up Beachwood financial advisory firm
The Beachwood-based registered investment adviser has combined with MGO Investment Advisors. It was advised in the combination by its new investor, Merchant Investment Capital of New York.
Source: crainscleveland.com