Former MML Advisor Launches $2.4B OSJ With Cetera
The firm has been renamed Totus Wealth Management and offers property and casualty insurance, asset management and advisory services.
View ArticleBrokers Raise Billions for Green Land Deals IRS Calls Tax Scams
The industry selling syndicated conservation easements is “facing a ticking time bomb."
View ArticleThis Week in Wealth Management M&A Deals
The mergers, acquisitions and advisor moves you may have missed the week of May 3, 2021.
View ArticleUBS Explores Offering Crypto Investments to Rich Clients
Any investment offering would be a very small portion of the clients’ total wealth because of the volatility, while options include investing through third party investment vehicles.
View ArticleRBC Wealth Management Recruits $1.6B Team From UBS
RBC adds advisors specialized in the equine industry and socially responsible and ESG investing.
View ArticleMerchant-Backed Legacy One to Merge With U.S. Capital Advisors' RIA
U.S. Capital Advisors plans to merge its RIA business with Legacy One to create a $5.6 billion Texas RIA.
View ArticleThis Week in Wealth Management M&A Deals
The mergers, acquisitions and deals you may have missed the week of May 10, 2021.
View ArticleRockefeller Scores $1.9 Billion AUM Boston Team
The addition of Knowlton, Knowlton, & Larsen creates Rockefeller’s first private wealth team in Boston.
View ArticleCFFP Adds Sports and Entertainment Designation to Growing List of...
Merrill Lynch advisors will have exclusive access to the designation for a year before the College for Financial Planning opens up the course to others.
View ArticleUBS Starts Round of Job Cuts Across Investment Bank, Wealth
Over the next three years, as many as 700 positions are expected to be eliminated in Switzerland alone, with the bulk at the corporate cost center and about 200 between wealth management and the bank’s...
View ArticleEdelman Financial Engines Acquires $846 Million RIA Viridian Advisors
Edelman Financial Engines has acquired its first RIA since its merger.
View ArticleMindy Diamond on Independence: $1.2B Ex-UBS Advisor on the Value of...
A conversation with Matt Kilgroe, president/CEO, Cyndeo Wealth Partners.
View ArticleSanctuary Global Recruits Former Tennis Pro From Morgan Stanley
Sanctuary Wealth has attracted Rodolfo 'Rudy' Rake, a former tennis pro turned financial advisor.
View ArticleThis Week in Wealth Management M&A Deals
The mergers, acquisitions and advisor moves you may have missed the week of May 17, 2021.
View ArticleDynasty's Procyon Partners, Pivotal Planning Group to Merge
The merger—the first among two Dynasty Financial Partners firms—will create a $4.5 billion RIA with 24 employees and four offices.
View ArticleNJ Team Managing $275M Joins LPL Financial from First Allied
The new team is led by Craig Zaleck and Mark Hogan who are based in Bayonne, N.J.
View ArticleThis Week in Wealth Management Deals
The mergers, acquisitions and advisor moves you may have missed the week of May 31 to June 4, 2021.
View ArticleThis Week in Wealth Management Deals
The mergers, acquisitions and advisor moves you may have missed the week of June 14 to 18, 2021.
View Article10 Must Reads for the CRE Industry Today (June 22, 2021)
Real estate companies are receiving more auditor warnings about potential bankruptcies, reports The Wall Street Journal. ETF Trends concludes potential changes to the 1031 exchange legislation are...
View ArticleDWS Weighs Sale of $600 Million Omnicom London Headquarters
The asset manager has appointed advisers to gauge buyer interest in the Bankside 2 and 3 buildings on the south bank of the Thames.
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