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Top News In வடக்கு அமெரிக்கன் மேலாண்மை Today - Breaking & Trending Today

Wealth Enhancement Group Acquires Los Angeles-Based RIA Oakwood

Wealth Enhancement Group Acquires Los Angeles-Based RIA Oakwood
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.

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Wealth Enhancement Group buys $1.4 billion Hoover Financial Advisors

Wealth Enhancement Group buys $1.4 billion Hoover Financial Advisors
This marks the second major deal since March for the $35 billion RIA, and it s a sign of more to come, according to CEO Jeff Dekko.
June 3, 2021
Minneapolis-based hybrid advisory business Wealth Enhancement Group is acquiring Hoover Financial Advisors, a $1.46 billion hybrid registered investment adviser based in Malvern, Pennsylvania.
The deal, which was announced early Thursday morning, will push Wealth Enhancement Group’s total client asset to nearly $35 billion once the deal closes around July 1.
The announcement, which follows Wealth Enhancement Group’s March acquisition of North American Management, a Boston-based RIA managing $1.75 billion in client assets, underscores the firm’s aggressive acquisition strategy. ....

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Wealth Management's Week in M&A | Wealth Management

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. ....

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US in the news: Wealth Enhancement Group buys Boston advice firm

A round-up of people moves and M&A deals across North America
M&A
Wealth Enhancement Group
The independent wealth management firm has acquired North American Management (NAM), an independent registered investment adviser (RIA) firm based in Boston.
Founded in 1928, NAM provides planning-oriented wealth management, trust services and a range of investment offerings, including individual security portfolios, to ultra-high net worth individuals, families, endowments/foundations, and business owners nationwide.
The acquisition will bring a team of 20 individuals, including nine financial advisers, to Wealth Enhancement Group.
The financial terms of the transaction were not disclosed.
Focus Financial Partners
The partnership of independent, fiduciary wealth management firms has brought RIA firm Rollins Financial into the group for an undisclosed sum. ....

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Private equity-backed hybrid RIA to reach $29B with M&A deal

Private equity-backed hybrid RIA to reach $29B with M&A deal
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.

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