Minnie Arwood
- Financial Management
- February 18, 2023
- 5 views
RIA Roundup: Mariner Wealth Advisors Acquires Tax Practice
RIAs are getting plenty of dealmaking done in February. Mariner Wealth Advisors, Hightower, Focus Financial’s Buckingham Strategic Wealth, Sanctuary’s Alluvial Private Wealth, Kestra’s Grove Point and Ashton Thomas Private Wealth…
- Financial Management
- January 6, 2022
- 9 views
Parthenon acquiring RSM US wealth practice
Parthenon Money, a non-public equity business centered in Boston, has struck an agreement with Chicago-based mostly RSM US LLP, to get Leading Five Firm’s wealth administration observe. RSM US Prosperity…
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