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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...
CI Financial revealed Corient’s latest additions during an earnings call this week, Dynamic Advisor Solutions added five new teams in the first half of the year, Integrated added a new Denver affiliate and WEG is staffing up for more growth.
The U.S. wealth business is still the sweet spot for CI Financial, growing earnings by nearly half as the firm continues integrating its acquired RIAs under the new Corient brand.
Cerity Partners taps the KPMG tax veteran to source new talent, with a focus on adding CPA professionals, and contribute to international expansion efforts.
White-label technology lets advisors offer cash management services to clients, including access to high-yielding FDIC-insured depository accounts through a marketplace of banks and credit unions.
Focus Financial co-founders Rajini Kodialam and Lenny Chang are leaving their executive roles at the firm, according to a source, and CEO Rudy Adolf may not be far behind.
Following two slow months for dealmaking in the RIA space and reports that M&A is slowing but deals are growing, the industry announced no fewer than 15 transactions this week—only one of which even came close to $1 billion in transacted AUM.