Compass Wealth Solutions Drops Raymond James for Advisor Group
The $221 million independent broker/dealer joins Advisor Group for succession planning.
Source: wealthmanagement.com
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This Week in Wealth Management Deals: May 10, 2021
The mergers, acquisitions and deals you may have missed the week of May 10, 2021. Several deals hit the wire this week. Canadian serial RIA acquirer CI Financial announced that it entered the San Diego market, adding Dowling & Yahnke, an RIA with $5.6 billion in assets under management, to its portfolio. An LPL Financial office of supervisory jurisdiction with $3 billion in AUM acquired U.S. Financial Advisors in Braintree, Mass. The firm manages about $750 million in client assets. Another Canadian firm that’s been building out its U.S. arm, RBC Wealth Management, picked up...
Source: wealthmanagement.com
Advisor Group Successfully Recruits Father-Son Wealth Management Team With $150 Million In Total Client Assets
Share this article Share this article PHOENIX, May 11, 2021 /PRNewswire/ -- Advisor Group, the nation's largest network of independent wealth management firms, today announced the successful recruitment to its network of Tor and Tyler Saile, a father-and-son hybrid wealth management practice with offices in Scottsdale, Ariz., and Barrington, Ill., that oversees $150 million in total client assets. Both financial professionals have joined Advisor Group through its subsidiary and network member firm Triad Advisors for brokerage services. They have also affiliated with Triad Hybrid Solutions, o...
Source: prnewswire.com