Savvy Advisors added six wealth managers from Charles Schwab, Mariner Wealth Advisors and other firms, who have boosted the Savvy Wealth-affiliated RIA’s AUM to over $700 million, it said Thursday. Joining Savvy Advisors are Brad Morgan, Paul Alexander (Alex) Austin, Brian Boswell, Colin Farr, J. Nick McLaughlin and Michaela Sullivan, CFP®. At Savvy, Morgan reunites with ex-Mariner colleague Nate Kunkel, CFP®. “By continuing to grow our team of advisors, Savvy is increasing our opportunity to deliver an outstanding experience to clients nationwide,” according to Ritik Malhotra, Savvy Wealth CEO and Founder. https://lnkd.in/gG5b_F85 #WealthSolutionsReport #FinancialAdvisors #WealthManagement #recruiting
Wealth Solutions Report
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Updates
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Investment funds managed by global investment firm KKR will acquire Janney Montgomery Scott LLC from Penn Mutual as part of a definitive agreement announced by KKR and Penn Mutual. Janney will become a standalone private company that will continue to operate independently, according to a press release. “We look forward to working with KKR to invest further in our growth and enable our talented team to further improve the advice and services we offer our clients,” said Tony Miller, President of Janney. https://lnkd.in/gxu_-dtV #WealthSolutionsReport #FinancialAdvisors #WealthManagement
KKR To Buy $150 Billion Janney Montgomery Scott
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Michael Carroll of Velox Clearing unpacks what custody and clearing firms need to provide for advisors, including efficiency, transparency, automation, customization and scalability. https://lnkd.in/gH3BWPKF #WealthSolutionsReport #FinancialAdvisors #WealthManagement
Four Essential Qualities For The Right Custodian Or Clearing Firm
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M&A meets AI: Gabe Rissman of YourStake explains how AI can be leveraged by both buyers and sellers in the M&A process for due diligence, risk analysis, identifying opportunities and more. https://lnkd.in/gCNbhhP5 #WealthSolutionsReport #FinancialAdvisors #wealthtech
How To Leverage AI In M&A Transactions
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We take a look at under-appreciated transition services for advisors switching to a new home office with Tammy Robbins of Cambridge Investment Research, Inc., Paige Swartzendruber of Berthel Fisher Companies and Cheryl Carvelot of Stifel Independent Advisors. https://lnkd.in/gnaa7Kfs #WealthSolutionsReport #recruiting #WealthManagement #FinancialAdvisors
Making The Move Memorable For All The Right Reasons
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Genstar Capital has made a majority investment in wealthtech firm Docupace. The previous major investor, FTV Capital, remains invested. Docupace’s David Knoch, Genstar’s Siddharth Ramakrishnan and FTV’s Robert Anderson provide comments. https://lnkd.in/gFe6wx4H #wealthtech #WealthSolutionsReport #WealthManagement
Genstar Capital Makes Majority Investment In Docupace
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Wealth management M&A is on track to be up 3.4% for 2024, while M&A deal volume among RIA firms declined for the second straight quarter in Q2 of 2024, according to the ECHELON Partners 2Q24 RIA M&A Deal Report. Wealthtech deals came in strong for the quarter, and several large transactions pushed the average deal size to a historic $2.3 billion average. https://lnkd.in/gUHxNXzc #WealthSolutionsReport #FinancialAdvisors #WealthManagement
ECHELON: Industry Transactions On Track To Be Up 3.4% From 2023
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Meet Wealth Solutions Report's newest Investment Solutions Leader of the Month, Rana Jewel Wright of Harris | Oakmark. We also cover: Morningstar Wealth Has Conviction On Large U.S. Banks, Chinese Tech Stocks iCapital Partners With Ashton Thomas Private Wealth On Alts Access For Advisors Raymond James Investment Management Hires Mo Sparks, CETF® To Lead ETF Platform Abacus Life (ABL) Agrees To Acquire Carlisle Management Company In Luxembourg BlackRock Launches iShares U.S. Manufacturing ETF T. Rowe Price Launches Actively Managed Intermediate Municipal Income ETF CAIA Association: Hurdles Remain For Advisors Looking To Add Alts Kingswood U.S. Continues Buildout Of Investment Banking Group Cerulli Associates: Well Over Half Of Advisors Still Have No Appetite For Crypto HFR: Total Hedge Fund Assets End 2Q At Record $4.31 Trillion Franklin Templeton Launches SMA, Managed Options Strategies At UBS https://lnkd.in/gSBEr6Mq #WealthManagement #FinancialAdvisors #InvestmentManagement #PortfolioManagement
Investments Roundup: Harris, iCapital, CAIA, Abacus Life, Kingswood And More
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Wealth Solutions Report takes a trip down memory lane for the first half of the year to review our top 10 articles of the first half: • Ed Friedman of Summit Financial gave advice on breaking away from the wirehouse • Kelly Coulter of Private Advisor Group reviewed key trends influencing advisor marketing • The Wealthtech edition of our Guide To Industry Conferences covered Orion Ascent, the T3 Technology Conference, WealthStack, Future Proof and the Nitrogen Fearless Investing Summit • Our second annual Wealth Exemplar Awards called out outstanding firms in a wide range of categories, along with impactful M&A transactions and the Person of the Year, Natalie Wolfsen, and CEO of the Year, Adam Malamed • The edition of our weekly Deals & Recruiting Roundup featuring LPL Financial acquiring Atria Wealth Solutions drew the most views among our roundups • Wentworth Management Services President, Craig Gould, discussed the launch of Binah Capital Group, for which he serves as CEO • Our Pathfinder Awards series drew a large number of readers, with the Top Women Industry Leaders of 2024 bringing the most • Our review of the top 2024 wealthtech trends featuring Martin Tarlie, Kelly Waltrich and other experts highlighted the growing presence of AI • Many readers took interest in iCapital’s acquisition of Mirador, LLC • The FAR 10 – Top Financial Advisors Recruiters drew the most readers among our recognition lists READ MORE: https://lnkd.in/gzyFgakY #WealthSolutionsReport #FinancialAdvisors #WealthManagement
Half Year In Review: Top 10 Articles Of The First Half Of 2024
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This edition of the Deals & Recruiting Roundup covers CWA, Focus, World, Modern Wealth, Avantax, Arkadios, Prospera, RBC, Serenus, Integrated Partners, Lido and RFG. Audax Private Equity-Backed CW Advisors Acquires Cubic And Mercadien Focus Financial Partners Agrees For Gratus Capital To Merge Into The Colony Group World Investment Advisors (formerly Pensionmark) Buys Boston Harbor Wealth Advisors Modern Wealth Management Surpasses $4 Billion In AUM With Recent Acquisition Serenus Wealth Advisors Launches In California With $1.2 Billion Avantax Recruits S&P Financial Services On Long Island Arkadios Capital Onboards Gulf Coast Wealth Management In Louisiana Prospera Financial Recruits Up The Graph Financial Group, Inc.. In California Integrated Partners Gives Its Advisors Access To Wealth.com Estate Planning Tools RFG Advisory Promotes Shannon Spotswood To CEO Lido Advisors, LLC Hires Henry Hagenbuch As Head Of M&A RBC Wealth Management Recruits David Callot And Team From Merrill Lynch #WealthManagement #FinancialAdvisors #Acquisitions #Recruitments https://lnkd.in/gkK8mU9Q
Deals & Recruiting Roundup: CW Advisors, Prospera, RFG, Lido And More
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