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Wealth Enhancement Group adds $287 million RIA
NEWS INDUSTRY NEWS MAR 10, 2022
Wealth Enhancement Group adds $287 million RIA

The acquisition of Bradenton, Florida-based Integra Capital Advisors brings the Minneapolis-based hybrid's assets to more than $54.7 billion.

Raymond James lands $220 million team from RBC
NEWS BROKER DEALERS MAR 10, 2022
Raymond James lands $220 million team from RBC

Father-and-son team of James and Christopher Domgard operate as Capital Private Wealth in Lincoln, Nebraska.

CRM provider Wealthbox gets $31 million infusion
YOUR PRACTICE FINTECH MAR 09, 2022
CRM provider Wealthbox gets $31 million infusion

Frontier Growth is taking a minority equity stake in the Rhode Island-based fintech.

Hub acquires employee-benefit consultant and insurance broker
RETIREMENT LIFE INSURANCE AND ANNUITIES MAR 09, 2022
Hub acquires employee-benefit consultant and insurance broker

The company said it's buying Beaverton, Oregon-based Niedermeyer Risk Management and Kirkland, Washington-based Pacific Northwest Insurance.

Wells Fargo duo managing $210 million go to LPL
NEWS ADVISOR MOVES MAR 09, 2022
Wells Fargo duo managing $210 million go to LPL

Brothers Blake and Drew Turner are joining the firm's Linsco employee channel in Atlanta.

ESG-reporting startup gets $7 million in seed funding
YOUR PRACTICE FINTECH MAR 09, 2022
ESG-reporting startup gets $7 million in seed funding

ESGgo will monitor and eventually help improve companies' disclosures.

Excellence in Diversity, Equity & Inclusion Awards
NEWS INDUSTRY NEWS MAR 09, 2022
Excellence in Diversity, Equity & Inclusion Awards

Join InvestmentNews in celebrating its fifth annual Excellence in Diversity, Equity & Inclusion Awards. We'll recognize the most impactful individual winners & firm finalists that are raising awareness about the need for a more diverse financial advice profession.

See It Be It Role Model: Angela Ribuffo
YOUR PRACTICE PRACTICE MANAGEMENT MAR 08, 2022
See It Be It Role Model: Angela Ribuffo

Angela Ribuffo, president of Raion Financial Strategies, decided to become an adviser after working as a nurse, teacher, and employee and contractor with the Defense Department.

RBC hires UBS adviser with $270 million in assets
YOUR PRACTICE PRACTICE MANAGEMENT MAR 08, 2022
RBC hires UBS adviser with $270 million in assets

Ryan McHugh and his team will join RBC's branch in Bend, Oregon.

Financial Planning Association taps Carson Group to be its official coach
YOUR PRACTICE PRACTICE MANAGEMENT MAR 08, 2022
Financial Planning Association taps Carson Group to be its official coach

The three-year partnership provides FPA members with access to services including Carson Coaching's online platform and its on-demand coaching.