In other RIA news, Wealthspire expanded into Denver, Hightower supported the acquisition of Trellis Advisors by partner firm Highland Private Wealth, and Apollon, Kestra PWS and Steward onboarded new advisors.
“United Capital was an entrepreneurial firm, based on doing great things and having freedom and being able to function with autonomy. And then you go to a firm where you are completely locked down,” said one former Goldman Sachs advisor.
The deal to acquire CTB Financial Services will bring more tax-focused investment strategies to Creative Planning’s client base.
Sequoia Financial Group is adding a team specializing in special needs families, while Wealth Enhancement Group announced its 10th acquisition of the year, a CPA practice has returned to Cetera and Kestra onboarded $1.6 billion in the second...
