Minnie Arwood
- Financial Management
- April 25, 2023
- 8 views
MAI Capital Management, LLC Acquires Wiener Financial Management
This marks MAI’s 28th acquisition, even more strengthening its nationwide enlargement CLEVELAND, April 24, 2023–(Company WIRE)–MAI Capital Management, LLC (“MAI”), a registered expense adviser specializing in targets-dependent, individualized investment and…
- Financial Management
- April 6, 2023
- 6 views
Mercer Advisors Acquires Andesa Financial Management, Inc.
Increasing Mercer Advisors’ Northeast Presence DENVER, April 4, 2023 /PRNewswire/ — Mercer Global Advisors, Inc. (“Mercer Advisors”), a national Registered Expenditure Adviser (RIA), today announced the acquisition of Andesa Fiscal…
- Financial Management
- April 2, 2023
- 6 views
Clear Creek Financial Management LLC Acquires 51,390 Shares of Cassava Sciences, Inc. (NASDAQ:SAVA)
Clear Creek Financial Management LLC raised its holdings in shares of Cassava Sciences, Inc. (NASDAQ:SAVA – Get Rating) by 323.6{21df340e03e388cc75c411746d1a214f72c176b221768b7ada42b4d751988996} in the 4th quarter, according to its most recent Form…
- Financial Analysts
- March 19, 2023
- 5 views
West Financial Advisors LLC Acquires 331 Shares of Tyler Technologies, Inc. (NYSE:TYL)
West Financial Advisors LLC boosted its stake in shares of Tyler Technologies, Inc. (NYSE:TYL – Get Rating) by 34.5{21df340e03e388cc75c411746d1a214f72c176b221768b7ada42b4d751988996} in the fourth quarter, according to the company in its most…
- Financial Management
- March 18, 2023
- 6 views
RIA Roundup: Carson Group Acquires $500M The Shobe Financial Group
In a slower week for dealmaking amid RIAs, Carson Group made its very first full acquisition of the yr and Buckingham Strategic Prosperity declared its 3rd. In earlier news, a younger…
- Financial Management
- March 4, 2023
- 7 views
RIA Roundup: Lazard Acquires Truvvo, Creates $8B Family Office
Registered investment advisors announced more than $18.8 billion in transacted assets this week, an indication that M&A in the space has not slowed as much as some predicted. Lazard Asset Management…
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- 5 views
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Metal Alloys: The Unsung Heroes of Oil and Gas Industry Efficiency and Safety
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Scalability in Business Email Hosting: Growing with Your Business
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- 4 views