Cerity Partners, a Chicago-based registered investment advisory firm, has acquired EMM Wealth, a New York-based RIA managing $3 billion.
Cerity Partners now manages approximately $26 billion in assets, the company said in a release.
EMM Wealth, which has 36 employees, is led by co-CEOs Lloyd Abramowitz and David Aaron, as well as Thomas O’Brien, the chief financial officer.
Terms of the deal were not disclosed.
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.
Streamline your outreach with Aidentified's AI-driven solutions
This season’s market volatility: Positioning for rate relief, income growth and the AI rebound