A wealth management technology offering that helps RIAs reinforce and expand their value propositions is something prospective M&A partners find attractive
The addition of 12 professionals and AUM almost doubles the size of the Toledo, Ohio, RIA
$785 million Denver-based Shine Wealth Partners will rebrand as Captrust
The biggest brands in the industry endorsed a call to action to dedicate 25 hours a year to pro bono service
The move will leave a nationwide network of more than 400 combined office locations
Canadian consolidator has made 12 deals since February, and three in less than two weeks
Total assets under management were $97.2 trillion, a 16.2% jump from 2018, according to the Investment Adviser Association
The private equity investor views RIAs as 'growth stocks'
The issues cited by the agency include overcharging clients and failing to manage conflicts of interest
Eleven RIA deals since February are just the start of a cross-border strategy for the Toronto-based firm
The $59 billion aggregator adds to the major footprint it's building south of its border with the purchase of Doyle Wealth Management
The advisory firm partnership also reported a 4.7% revenue gain
CI Financial has acquired 10 U.S. registered investment advisers since February, and plans to buy more
The numbers are way up, even as firms struggle amid the COVID-19 pandemic
CI Financial adds Houston's Stavis & Cohen, bringing its US advisory assets to $13 billion
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
Focus Financial arranged the transaction for Vestor, a partner firm
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
Portland, Oregon-based Confluence Wealth Management was founded in 2011
