Financial Services Wealthspire Advisors Closes on Acquisition of Private Capital Group AIT News Desk Dec 13, 2021 Wealthspire Advisors, an NFP company and independent investment adviser, announced it has acquired Private Capital Group, LLC, a leading wealth…
Financial Services Savant Wealth Management Announces Strategic Minority Investment from Kelso & Company AIT News Desk Oct 8, 2021 Savant Wealth Management (Savant), a nationally recognized, fee-only registered investment adviser (RIA) with nearly $12 billion in assets under…
Financial Services Steward Partners Completes Umpqua Investments Acquisition AIT News Desk Apr 26, 2021 Deal Adds $3.4 Billion in Client Assets and 22 Advisors to Partnership and Expands Reach to West Coast Steward Partners Holdings, LLC an…