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 all announced acquisitions this week, in deals worth more than $1.4 billion in cumulative client assets. Meanwhile Savant and Wealthspire […]

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 Administration LLC will be renamed Choreo LLC, with “Choreo” as the new brand name identify. The deal is expected to […]