See the latest on the Wealth Management Industry including M&A activity, diversity and inclusion and RIA updates.
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Wealth Enhancement Group's first deal of the year—to acquire Danbury, Conn.–based Reby Advisors—is a continuation of its strategy to build local scale in major metro areas.
The former Merrill Lynch team, led by advisor Lars Olson, wanted to stay in Marion, Ohio, to be part of the town’s revitalization, so they decided to go independent with Sanctuary Wealth.
Signature Bank, the New York lender that’s long catered to the Trump family, also is closing two personal accounts in which the president held about $5.3 million.