Rockefeller Capital Management has significantly expanded its footprint in Ohio with the strategic recruitment of a 14-person wealth management team, previously operating as Jones Wealth Partners at Merrill Lynch. This…
Boise, Idaho-based Caprock, a formidable multi-family office registered investment advisor managing $16 billion in assets, has officially announced its acquisition of Venturi Private Wealth, an Austin-headquartered wealth management firm overseeing…
IK Partners, a prominent European private equity firm, has significantly bolstered its continental reach with the strategic establishment of a new office in Madrid, Spain. This expansion marks a pivotal…
The day, at the end of August, was perfect for diving: warm and calm, with a light breeze and a faint tang of wildfire smoke in the air. At a…
Modern Wealth Management has announced the strategic acquisition of Flaharty Asset Management, a prominent wealth management firm based in Clearwater, Florida. This significant move, the 22nd acquisition for Modern Wealth,…
Modern Wealth Management, a rapidly expanding registered investment advisor (RIA) co-founded by former United Capital executives, has announced its agreement to acquire Flaharty Asset Management. This strategic move marks Modern…
TIFIN.AI, a leading innovator in artificial intelligence for financial services, has officially launched TIFIN Australia, marking a significant expansion of its global footprint and a strategic move to bring its…
Capital Fund Management Establishes Strategic Presence in Shanghai to Tap into China’s Growing Financial Markets French quantitative hedge fund manager Capital Fund Management (CFM) has officially opened an office in…
Arax Advisory Services has announced its acquisition of The Oak Group, a prominent Registered Investment Advisor (RIA) managing $1.5 billion in assets, marking a significant expansion of Arax’s footprint in…
