Trilith Wealth Management maintains offices in West Virginia and Florida
The investment will fuel Sanctuary’s plans to acquire more advisory firms
Assets of the Florida-based RIA were acquired by Eaton Vance Investment Counsel
Bernard Herold and Lantern Investments combine to form Herold & Lantern Investments
Focus Financial arranged the transaction for Vestor, a partner firm
If Democrats win the 2020 election, how will financial regulations be affected?
Volatility is quickly becoming a way of life post-pandemic, and the rally of the past decade may be giving way to a new era of market turbulence
Dallas duo manages $128 million; Missouri-based adviser manages $115 million
Walker will oversee the firm's retail expansion in the St. Louis area
Portland, Oregon-based Confluence Wealth Management was founded in 2011
