Apella Capital, a Glastonbury, Connecticut-based registered investment advisory firm managing $1.5 billion, has acquired Vestory, an RIA firm headquartered in Bellevue, Washington, that manages $489 million.
Vestory was founded in 2009 by Tom Cock and Don McDonald, and the team includes seven professionals.
Apella is an affiliate of Symmetry Partners, which manages over $7.6 billion.
Siddharth Jawahar was sentenced 11 years in prison and $31M in restitution for running Swiftarc Capital fraud scheme
Wall Street banks expand wealth services as ultra-high-net-worth client demands extend further above and beyond investment management.
The acquisition of $2 billion Gilbert & Cook extends a buying spree for the ultra-high-net-worth firm that has already touched six states this year.
After years of encouraging sacrifice and delayed gratification, advisors have to do the next emotional lift: helping clients let go of a potentially harmful scarcity mindset.
A new JPMorganChase Institute report reveals how deeply stock market wealth now drives everyday American spending, especially for retirees.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
