Business Observer11d
Naples wealth advisory firms, one with $2.5B in assets, announce partnership
Capital Wealth Advisors and Bray Capital Advisors are merging in what the entities call a strategic partnership.
InvestmentNews6h
Sequoia secures first stake in Minnesota with $3.8B Carlson Capital Management
The acquisition, which represents its largest by number of employees, further enhances the $22.6 billion RIA giant's tax ...
Why Some Wealth Management Firms Resist the Lure of Outside Capital
For registered investment advisor firms in 2025, that is the question. To date, the overwhelming majority of large RIAs ...
InvestmentNews8h
New Edge Wealth, EP Wealth announce managing director hires
April Rosenberg is based in the firm’s San Diego office and reports to Eric Voisin, managing director, Wealth Management ...
Next-Generation Advisor Kenneth Chavis IV Shares What He Has Learned Working With Wealthy Clients
Kenneth Chavis IV, a senior wealth advisor at Versant Capital Management, is helping to build out the firm’s family office ...
GlobalData on MSN8h
Mission Wealth acquires Houston advisory firm Logic Capital
Logic Capital Management manages over $400m in assets, providing tailored financial planning and investment management.