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Aspiriant, Key Private Bank and Merrill Lynch lost advisors to Manhattan West and Steward Partners in moves announced this week, while F.L.Putnam expanded in Maine.
The mega-RIA will move 'multiple billions' of dollars to GSAS over the next few years, the firm says, as it opens more advanced investment strategies to HNW clients.
DeVoe & Company’s quarterly 'RIA Deal Book' reported 57 total deals in the second quarter of 2023, a 15% drop from the same period in 2022. This year could be the first down year for M&A activity in nearly a decade.
Focus Financial shareholders voted overwhelmingly to approve a take-private sale to private equity firm CD&R but were less enthusiastic about executive compensation.
Carolyn Armitage, who ran Thrivent's independent advisor platform, was laid off, in addition to four other executives on her team. The firm is also halting recruiting new advisors to its RIA.
