It is acquiring woman-led Atlanta Financial Associates, which has $815 million under management
Raleigh-based Captrust swells to $409 billion under advisement with its Southwest expansion
Whitnell is Rockefeller’s second family office acquisition, following the addition of Silicon Valley-based Financial Clarity in 2019, Rockefeller Capital Management has continued to expand its presence in the Midwest, opening its first Chicago-based Private Wealth Management office in October 2020
The deal also marks the third sizable acquisition over the first two business days of the new year, following Hightower’s purchase of Bel Air Investment Advisors, an $8 billion Los Angeles-based RIA, and SVB Financial Corp.’s acquisition of Boston Private Financial Holdings to create a $17.7 billion wealth management enterprise
The stock and cash deal will create a $17.7 billion wealth management enterprise
Bow River fund bets a Biden administration won't kill the PE market
Aggregator kicks off 2021 with the largest deal in its 12-year history
The SEC's rule, which represents the first update to advertising regulations since 1961, presents potential opportunities and dangers
The new fund designed for wealthy investors will be seeded with $20 million
Deal watchers say 2021 will be another record year
