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Beacon Pointe acquires Wealthstreet Investment Advisors financial-planning.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financial-planning.com Daily Mail and Mail on Sunday newspapers.
This Week in Wealth Management Deals: March 22 wealthmanagement.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from wealthmanagement.com Daily Mail and Mail on Sunday newspapers.
$1B Wealthstreet Investment Advisors Chooses Partnership with Beacon Pointe Beacon Pointe Advisors Largest RIA Acquisition To-Date News provided by Share this article Share this article NEWPORT BEACH, Calif., April 1, 2021 /PRNewswire/ Beacon Pointe Advisors ( Beacon Pointe ) has just closed its largest acquisition to-date, partnering with Wealthstreet Investment Advisors ( Wealthstreet ), an RIA located in Dallas, Texas. Wealthstreet is the first firm to join Beacon Pointe with over $1B AUM. With the combination of Wealthstreet and Beacon Pointe s existing office in Plano, TX (an acquisition completed in 2016), Beacon Pointe elevates its scale and density to greater than $2B+ in the DFW market, one of the nation s fastest growing wealth centers …and more in this region is to come from Beacon Pointe. ....
Wealth Management’s Week in M&A A succinct summary of the mergers, acquisitions and movements in the wealth management industry over the first week of March. The first week of March saw a flurry of movement among advisors and the assets they manage. In the wealthtech space came news of Betterment’s purchase of Canadia-based Wealthsimple’s U.S. business. The RIA space saw more consolidation as Wealth Enhancement Group announced its acquisition of North American Management, a firm managing $1.75 billion in assets, to build out additional services for ultra-high-net-worth clients. It also saw new firms crop up as Dynasty Financial Partners helped a former Bank of America Merrill Lynch team that managed $1.2 billion get their bearings as a new independent firm. Snowden Lane also captured a Miami-based team from a major bank. It announced it recruited Armando Ureña of Ureña Wealth Management and his team from Wells Fargo. ....
News Category Global Banking & Finance Reviews PayBito Halts Trading of XRP in Light of the Recent Action of Securities and Exchange Commission PayBito Halts Trading of XRP in Light of the Recent Action of Securities and Exchange Commission PALO ALTO, Calif., Feb. 18, 2021 /PRNewswire-PRWeb/ Global trading platform and cryptocurrency exchange PayBito temporarily halts its XRP trading feature in light of the SEC s latest action against Ripple Labs, Inc. Due to a lawsuit filed by the US Securities and Exchange Commission (SEC), PayBito has made the choice to suspend its XRP trading pairs on the platform. The trading suspension of the crypto exchange is not going to affect the user s access to the XRP wallet. XRP wallets will still remain available, thereby aiding users to send out XRP to other exchanges. PayBito is likely to monitor legal developments associated with XRP and update users accordingly as more information unwraps. ....