Expands Access to Alternative Asset Classes
Integrated Partners Elevates Matt Ackermann to Chief Brand Officer
February 18, 20254 min
Seasoned media and brand expert will continue to champion the firm’s brand identity and drive national growth strategy
CAPTRUST Expands New England Presence with Boston Financial Management
November 15, 20244 min
CAPTRUST Financial Advisors (CAPTRUST) today announced the addition of Boston Financial Management (BFM). The firm adds nearly $5 billion of client assets, an additional location in Boston, and two new locations in Cape Cod, Massachusetts, and Portland, Maine. Boston Financial Management provides wealth management and investment advisory services for individuals, families, endowments, and nonprofits. They bring deep expertise in wealth and financial planning, trust services, and estate planning. Led by President and CEO Louis Crosier, BFM adds 45 new colleagues to CAPTRUST across three locations....
Sequoia Financial Group Acquires Family Asset Management
November 7, 20245 min
Sequoia Financial Group, LLC (Sequoia Financial), an SEC-registered wealth manager with $21.5 billion in assets under management as of Sept. 30, 2024, and Family Asset Management (FAM), a Charleston, South Carolina-based investment advisory firm, announced that Sequoia Financial has acquired FAM. Financial terms were not disclosed. Founded in 2004, FAM is an SEC-registered investment advisor with more than $300 million in assets under management as of Sept. 30, 2024. FAM provides financial planning and investment management services to high net worth clients,...
Executives in Advisor Services, Regional Support and CPA Partnerships Will Enhance Firm's Ability to Drive Organic Growth and Develop Key Referral Sources
Dakota Wealth Management acquires Jonathan D. Pond, LLC
September 11, 20234 min
Strategic acquisition brings AUM to approximately $3.8 billion
TDC Investment Advisory announces rebrand to TFO Wealth Partners
September 1, 20233 min
TDC Investment Advisory announces rebrand to TFO Wealth Partners
Pathstone to Acquire Rex Capital Advisors
February 28, 20235 min
Pathstone, an independently operated, partner-owned advisory firm offering comprehensive, customized wealth management advice and family office services for families, family offices, foundations and endowments, today announced it has entered into an agreement to acquire Rex Capital Advisors. Based in Providence, Rhode Island, Rex provides investment advisory and customized family office services to a select group of ultra-high net worth families and their related entities. Founded in 2002 by Arthur Duffy, Rex Capital originally served as a single-family...