Wealth Enhancement, formerly Wealth Enhancement Group, has made its first acquisition of the year with a $618 million registered investment advisor in the Pacific Northwest. The…
The self-described technology-centric wealth management firm Farther has added SignalPoint Asset Management, a registered investment advisor with approximately $650 million in assets under management, to its…
Captrust Financial Advisors, the Raleigh, N.C.-headquartered registered investment advisor that recently surpassed $1 trillion in total client assets, has acquired Wealth Covenant Group, a Houston-based firm with…
Several companies in the wealth management space have tried to go public and eventually retreated from that endeavor. Take Envestnet, CI Financial’s U.S. wealth business, Dynasty…
