BIRMINGHAM, Ala.--(BUSINESS WIRE)--Waverly Advisors, LLC (“Waverly”), a federally registered investment adviser (“RIA”) that specializes in investment management, financial planning and wealth ...
Capital Advisors Group, an independent SEC-registered investment advisor specializing in institutional cash investments, risk management and debt finance consulting, added Jeff ...
The acquisition of Planning Capital marks Waverly’s 20th transaction since securing an investment in December 2021 from Wealth Partners Capital Group and HGGC’s Aspire Holdings platform Planning ...
MAI Capital Management (“MAI”), a registered investment advisor (RIA) focused on empowering clients to simplify, protect and grow their wealth, today announced the acquisition of J.W. Coons Advisors, ...
KC was founded by Alexander B. Miles and H.K. Hallett in 1989 InCap Group served as financial advisor and investment banker to Kingfisher Capital on the deal Founded in 1985, Mercer Advisors manages ...
Fresh off a recent fundraising round that valued it at $6.6 billion, Rockefeller Capital Management is aggressively ...
Only about a quarter of financial advisors say they are good at acquiring clients – and not having a strategy in place stifles the growth of their business, according to a study issued today by ...
Rochester’s wealth management sector sees a surge in mergers and acquisitions as national firms target local advisors amid an industrywide consolidation trend.
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