Wealth management giant hungry for assets in DFW: "Honestly, until you get to $20-$25 billion, you haven’t scratched the ...

The RIA has acquired the Wealth Services Division of First International Bank & Trust headquartered in Watford City, North ...

Bluespring Wealth Partners, meanwhile, announced its acquisition of Charter Capital Management, an RIA based in Brookfield, ...

Wealth Enhancement Group, a private equity-backed national wealth management firm headquartered in Minneapolis, is expanding ...

Wealth Enhancement Group, a Minneapolis-based independent wealth manager and RIA acquirer, has purchased the wealth services division of First International Bank & Trust in Watford City, N.D., which ...

This partnership marks Wealth Enhancement's 11 th location in Texas and brings the firm's total client assets to more than $107.5 billion. Jeff Dekko, Chief Executive Officer of Wealth Enhancement ...

This partnership marks Wealth Enhancement's 11 th location in Texas and brings the firm's total client assets to more than $107.5 billion. MINNEAPOLIS, March 28, 2025 /PRNewswire/ -- Wealth ...

Wealth Enhancement, an acquisitive Minneapolis-based RIA with $107 billion in client assets, has acquired XO Wealth Management, a Dallas-based independent RIA. XO Wealth was founded in 2016 and ...

Wealth Enhancement has added to its footprint in Texas with the acquisition of XO Wealth Management, an independent RIA in Dallas that manages $516 million in client assets, according to a news ...

Bruce Helmer and Peg Webb, financial advisers at Wealth Enhancement Group and co-hosts of “Your Money” on KLKS 100.1 FM on Sunday mornings. For decades, the traditional career path was clear ...

Bruce Helmer and Peg Webb are financial advisers at Wealth Enhancement Group and co-hosts of “Your Money” on WCCO 830 AM on Sunday mornings. Email Bruce and Peg at [email protected].