Modern Wealth Management has announced the strategic acquisition of 4thGEN Wealth Management, a Lodi, California-based advisory practice with approximately $330 million in assets under management. This move significantly expands Modern…
Aspen Standard Wealth has announced its acquisition of Cullen Investment Group, a Louisiana-based Registered Investment Advisor (RIA) with over $1 billion in assets under management (AUM). This strategic move, for…
Warburg Pincus has announced a significant investment in Awayday, a company backed by Ares and LightBay Capital, through its substantial Capital Solutions fund, which exceeds $4 billion. This strategic infusion…
Wealth Enhancement has announced its definitive agreement to acquire RWA Wealth Partners (RWA), a prominent wealth management firm headquartered in Boston, Massachusetts. The transaction, which encompasses both RWA’s Family Office…
Concurrent Investment Advisors, a dynamic registered investment adviser (RIA) platform that emerged from a strategic separation from Raymond James in 2022, has further solidified its growth trajectory with the significant…
New York City has launched a significant new regulatory framework for subscription-based businesses, establishing a "click to cancel" rule that aims to simplify the process for consumers wishing to terminate…
Modern Wealth Management has announced the strategic acquisition of Sanchez Wealth Management Group, a well-established advisory firm based in Jacksonville, Florida. This significant transaction, finalized with undisclosed financial terms, brings…
Citi Private Bank has significantly strengthened its Florida presence with the appointment of Teresa Radzinski as a private banker in its Jacksonville office. This strategic hire underscores Citi’s commitment to…
Montreal, Canada – Nimonik, a leading provider of software solutions for regulatory and industry standards compliance management, today announced its acquisition of LegiNation, the company behind the widely recognized legislative…
UBS has made a notable splash in the competitive landscape of North American wealth management, announcing three substantial advisory team acquisitions on Friday that collectively oversaw a staggering $2.6 billion…
