It was another busy week for M&A in the RIA space, with no less than 10 firms announcing deals, representing close to $8 billion in transacted assets.
Joining as a founding managing partner and global investment strategist, Joelson brings an impressive resume to the nascent, tech-centric advisory platform.
Telemus adds Chicago-based Ketoret Capital, which focuses on serving widows, divorcees and members of the Jewish diaspora.
The latest deals add $389 million in assets and two upstate New York offices.
Steward is getting into the M&A game for real, establishing an 'owned business’ division with Freedom Street Partners.