Those include Wealth Partners Capital Group of Florida, which acquired a 40% stake in MAI in 2017, and private equity-backed ...
Key Points Harbor Capital sold over 300,000 RadNet shares, worth around $19.74 million. The trade was worth about 1.53% of Harbor Capital's 13F AUM. The firm now holds around 125,000 RadNet shares, ...
Elsewhere, &Partners adds another Wells Fargo team in Texas, while MAI finalizes its acquisition of Evoke Advisors in LA.
Key Points Harbor Capital sold around $25.85 million of its StoneX Group shares in Q3 2025. The sale of 270,715 SNEX shares represented around 2% of Harbor Capital's AUM. At the end of Q3, Harbor ...
Lincoln International has completed its acquisition of MarshBerry, an investment banking and consulting firm serving insurance brokerage and wealth management sectors. The transaction expands Lincoln ...
Jay Hughes, a pioneer in family wealth, shares the five capitals he believes keep fortunes from fading.
Vector Capital Management, L.P. (Vector Capital) has acquired Showpad, the leader in Sales Enablement Software. It will combine it with Bigtincan, which ...
Capital Advisors Group, an independent SEC-registered investment advisor specializing in institutional cash investments, risk management and debt finance consulting, added Jeff ...
Continued build-out of strategic partner network allows Sowell to expand value-added services for advisors NORTH LITTLE ROCK, Ark., Oct. 29, 2025 ...