The Chicago-based specialist in municipal bonds manages $3.63 billion.
Bruce and Jeff explore the news that David Canter is leaving Fidelity Institutional for Bluespring Wealth Partners with Timothy D. Welsh, CEO of Nexus Strategy. They discuss the impact this will have on Fidelity and its custody business, as well as what it means for Bluespring.
DFG 401(k) Advisors, which is based in Phoenix, is joining Alera through its Benefit Commerce Group and will now operate as BCG 401(k) Advisors.
The acquisition of Titus Wealth Management and its three offices expands Wealth Enhancement's Northern California presence to eight offices.
A study by the group’s education arm sees greater financial literacy resulting in greater capability.
The bank will buy select assets and liabilities of Paladin Advisors, a Kensington, New Hampshire-based firm.
The acquisition of Dyson Capital Advisors will bring Pathstone’s total assets under advisement to approximately $38 billion.
The five-adviser, $335 million unit rebrands as VACU Investment Group.
Stephen Kolano will head investments for the firm’s integrated family office.
Old Town Advisors in Albuquerque, New Mexico, is affiliating through OSJ Concurrent Advisors.
