Mercer Advisors Expands in Greater Denver Acquiring Chapel & Collins
November 14, 20246 min
Firm continues growth in the Greater Denver Area with addition of experienced team focused on high-net-worth families
Evoke Advisors Acquires Crescent Bay Advisors
October 31, 20244 min
Evoke Advisors (“Evoke”), a $25.3 billion† registered investment advisory firm, announced the strategic acquisition of the business of Crescent Bay Advisors (CBA), a multi-family office. The acquisition will enhance Evoke’s current service offerings and allow the firm to provide a full range of family office services to their clients, which include ultra-high net worth families and individuals. The combined firm is headquartered in Los Angeles with additional office locations in Orange County, California, and West Palm Beach, Florida. Evoke’s Co-Founder and...
North Carolina team begins independent journey powered by RFG's award-winning growth platform
$16B Atlanta-based RIA adds leader focused on strategic acquisitions and advisor additions
Mindset Wealth Management launches with tru Independence
April 2, 20244 min
Mindset co-founders select tru to power independence and build a firm with differentiated investment management capabilities
Elements launches Ambassador Program
August 31, 20235 min
Brandon Galici, Emlen Miles-Mattingly, Eric Rodriguez and Becky Walsh join as initial advisor evangelists
Goosehead Insurance introduces an Agency Launch Program
August 25, 20236 min
Through education and hands-on experience, entrepreneurs will gain the skills necessary to operate a thriving Goosehead Insurance agency