RIA Archives - In Class Book

Minnie Arwood
Financial Management
April 24, 2023
6 views

RIA Roundup: Atria to Acquire Grove Point Financial From Kestra

This week, private equity–backed Atria Prosperity Answers announced ideas to purchase Grove Issue Economical, a Kestra Holdings subsidiary with $15 billion in consumer property. In other M&A news, Aristotle Funds…

Minnie Arwood
Financial Management
April 1, 2023
7 views

RIA Roundup: Perigon Wealth Does Deals with Stakeholders, Cognizant

Perigon Prosperity Management introduced two additions this 7 days, although Concentration Money picked up its fifth Canadian husband or wife and Kestra helped start a new firm from Edward Jones.…

Minnie Arwood
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…

Minnie Arwood
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…

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…

Minnie Arwood
Financial Management
February 6, 2023
5 views

RIA Roundup: Steward Partners Adds First Team on Pershing Platform

Steward Partners, Prosperity Improvement Team, Mission Wealth, Buckingham Strategic Partners and Ahead Financial all introduced acquisitions this 7 days, whilst Mariner Wealth and Savant Wealth brought on new expertise to…