This move is part of Wealth Enhancement's strategic expansion, which includes overseeing $107.5bn in client assets and ...

Kestra Private Wealth Services (Kestra PWS), a registered investment adviser subsidiary of Kestra Financial, Inc., today ...

Wealthtime has become a fully integrated wealth manager and rebranded to The Quanta Group as it looks to bolster its platform ...

Wealth Enhancement, a national independent wealth management firm dedicated to enriching clients' lives, announced it has acquired the Wealth Services Division of First International Bank & Trust ...

Commonwealth supports ~2,900 independent advisors managing ~$285 billion in assetsCommonwealth ranked #1 in Independent Advisor Satisfaction 11 times in a row by J.D. PowerFounder of Commonwealth to ...

Since the beginning of 2019, the number of active ETFs has increased fivefold and AUM in such funds has grown by a factor of ...

LPL Financial Holdings agreed to acquire independent wealth management firm Commonwealth Financial Network for about $2.7 billion. Under the transaction structure, wealth management firm LPL will ...

Morgan Stanley & Co. LLC is acting as exclusive financial advisor to LPL, with Allen Overy Shearman Sterling LLP serving as LPL's legal counsel. Goldman Sachs & Co. LLC is acting as exclusive ...

Teacher Retirement System of Texas lessened its holdings in Independent Bank Co. (NASDAQ:IBCP – Free Report) by 34.1% in the ...

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

Seven2 has reached a binding agreement with J.C. Flowers to purchase a majority stake in German wealth management platform ...