With Ex-Cetera CEO Larry Roth on board, Kingswood Holdings raises $115 million as the first 'blank check' company intent on acquiring U.S. wealth management and advisory firms.
RGT Wealth’s $4.7 billion in client assets increases CI Financial’s AUM to $21 billion.
The $503 million in AUM firm joins Advisor Group through SagePoint Financial.
Berger Financial Group spent 18 years with Cambridge Investment Research but now has launched its own RIA.
Jumping from the employee channel to build an independent advisory practice is increasingly easy—except when it comes to health insurance.
The move is the culmination of an 18-month courtship.