Ketoret Capital Leaves Sanctuary for Focus Financial Partner, Telemus Capital

Nov 17, 2023

Telemus adds Chicago-based Ketoret Capital, which focuses on serving widows, divorcees and members of the Jewish diaspora.

Wealth Enhancement Group Closes on Two NY Acquisitions

Nov 16, 2023

The latest deals add $389 million in assets and two upstate New York offices.

Steward Partners Launches New Division with $3B AUM Acquisition

Nov 16, 2023

Steward is getting into the M&A game for real, establishing an 'owned business’ division with Freedom Street Partners.

Mindy Diamond on Independence: Two Perspectives on Private Equity and RIAs

Nov 16, 2023

Mark Copeland, founder of Signature Estate & Investment Advisors, and Ben Prigal, vice president of Reverence Capital Partners, discuss the value of partnership between private equity and RIAs.

Edelman Financial Engines Picks Up PRW Wealth Management

Nov 16, 2023

Now at $245 billion in AUM, Edelman expects to increase M&A momentum in 2024.

Savant Wealth Management to Buy $2.2B Bridgeworth Wealth Management

Nov 15, 2023

With its eighth deal of year, Savant will have added more than $8 billion in 2023 as the firm seeks to more than triple assets over the next four years.