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…

Cetera to acquire Securian’s wealth management business

EDITORS’ ChooseComplimentary entry to best tips and insights — curated by our editors. Cetera Money Group agreed to receive the retail wealth administration organization of Securian Financial Group, the most…

LPL to Acquire 108-Year-Old Brokerage

After 108 several years in the company, Conshohocken, Pa.-centered expenditure financial institution Boenning & Scattergood has decided to market its private consumer team, which includes about 40 advisors and $5…

Amethis, EBRD and SPE Capital acquire GlobalCorp

&#13 &#13 &#13 &#13 &#13 &#13 &#13 &#13 &#13 &#13 &#13 &#13 &#13 &#13 &#13 &#13 &#13 &#13 &#13 &#13 &#13 &#13 &#13 &#13 &#13 &#13 &#13 &#13 &#13 A…

Harvest Trading Cap First Dominican Company to Acquire ZorroTrade Broker for Operations in the International Financial Markets

Harvest Investing Cap Harvest Buying and selling Cap acquires the initial Broker for Dominicans and the total earth Jairo Jonzalez MA with Lic. Pedro Cean and Lic. Nicolás de León…

CI Financial To Acquire Corient Capital Partners, a US$5.0-Billion Wealth Management Firm Serving the Ultra-Affluent | News

MIAMI & TORONTO & NEWPORT Seashore, Calif.–(Company WIRE)–Feb 22, 2022– CI Fiscal Corp. (“CI”) (TSX: CIX, NYSE: CIXX), these days introduced an settlement beneath which CI will purchase Corient Cash…