Tag: financial services
Dakota Wealth Management Reaches $1 Billion AUM with Latest Acquisition
Dakota Wealth Management, an independent investment management firm managing $1 billion in client assets, has agreed to acquire Springside Partners, a female-led wealth management...
Phoenix American Financial Services Hires Sales Director
Phoenix American Financial Services Inc., a provider of fund administration, fund accounting and transfer agent services for the alternative investment industry, has hired Matthew...
Goldman Sachs to Buy United Capital for $750 Million
The Goldman Sachs Group Inc. (NYSE: GS) has agreed to acquire United Capital Financial Partners Inc., a registered investment advisor with $25 billion of...
LPL Financial Recruits Fee-Only Advisor with $1.1 Billion in Client Assets
LPL Financial LLC, a retail investment advisory firm and independent broker-dealer, has recruited financial advisor Peter Heilbron to its corporate registered investment advisor platform...
Marcus Investments to Launch First Retail Real Estate Fund
Marcus Investments, a Midwest-based investment firm, will launch its first real estate fund, Marcus RE Fund I LP, that will focus on retail power...
Benjamin F. Edwards Launches Registered Investment Advisor
Benjamin F. Edwards, an independent broker-dealer with $25 billion in assets under management, has launched their new corporate registered investment advisor, Edwards Wealth Management....
Advisor Group to be Sold to Reverence in $2.3 Billion Deal
Reverence Capital Partners, a private equity firm focused on investing in financial services businesses, has agreed to acquire a 75 percent stake in Advisor...
LPL Financial Recruits Credit Union from CUSO
LPL Financial LLC, the nation’s largest independent broker-dealer, has added Bay Federal Credit Union’s investment program to its broker-dealer and corporate registered investment advisor...
Former $6 Billion Morgan Stanley Team Goes Indie
Wealth advisor Jason Fertitta and his team have launched an independent wealth management firm called Americana Partners LLC and have partnered with Dynasty Financial...
LPL Financial Adds Former Morgan Stanley Advisor
LPL Financial LLC, the nation’s largest independent broker-dealer, announced that financial advisor Pete Babilla has joined existing LPL firm HighPoint Planning Partners. Babilla joins...
