MAI Capital Management, a Cleveland, Ohio-based registered investment managing $12.2 billion, has acquired Investment Planning Associates, a Rockville, Maryland-based RIA managing $235 million.
IPA founding partner Jay Levin will assume the role of senior wealth advisor and managing director at MAI, while Ari Wiener will become a wealth advisor and director.
Since September, MAI has been owned by Galway Insurance Holdings, a New York-based financial services distribution company.
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
Whichever path you go down, act now while you're still in control.
Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
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