Over half of female investors in Singapore, North America and Australia are planning to invest more in the future Women across different regions identified three common major obstacles to investing
Salameh, Brendan Frazier and Kenneth Kim will accelerate growth, evolution of award-winning RIA
Drucker Wealth launches Independent RIA
March 7, 20244 min
Drucker Wealth, a hybrid advisory team with $750mm of assets under management, led by father-son duo Lance and Gideon Drucker, recently launched their own independent Registered Investment Advisor (RIA) based in New Jersey & serving clients nationally. They launched their new RIA, Drucker Wealth LLC, after the team separated from Hornor, Townsend and Kent (HTK), their independent broker-dealer of over 40+ years, where they had been the largest advisory team for a record-setting 18 consecutive years. With over...
Mercer Advisors acquires MDK Private Wealth Management
March 6, 20246 min
Mercer Global Advisors, Inc. (“Mercer Advisors”), a national Registered Investment Adviser (RIA), announced the acquisition of MDK Private Wealth Management, LLC (hereinafter “MDK”). MDK is a comprehensive wealth management firm located in Seattle, Washington. MDK, founded in 2020 by Co-Founders Paul Meyer, Jaimi Dennehy, and Chris Kalafatis and complemented by a highly qualified team of professionals, serves its Ultra High Net Worth (“UHNW”) clientele with assets under supervision of over $2.5 billion. MDK offers a full range of family...
Advyzon announced two new additions to the executive team
March 5, 20245 min
Comprehensive tech platform for financial advisors adds industry veterans to expand into new markets and segments
Experienced Investment Management Leader to Identify Growth Opportunities for Advisors, Stratos Investment Management
MAI Capital Management acquires LWS Wealth Advisors
March 4, 20243 min
Transaction to add approximately $562 million to MAI’s client AUM and to provide LWS with robust internal infrastructure and alternative asset management capabilities
Kanbrick announces $220 Million capital raise
March 4, 20245 min
Capital will enable Kanbrick to empower more family and founder owned businesses to achieve their full potential
Whitehorse Liquidity Partners recognized by PEI’s 2023 Awards
March 4, 20243 min
Placed Third in Secondaries Firm of the Year in the Americas Category and voted Firm of the Year in Canada
Firm significantly expands reach with new banking teams on the U.S. West Coast and Europe, and introduction of new Executive Advisory Group