Frontier Wealth Management, a $2.5 billion registered investment adviser in Kansas City, Mo., has acquired Highwater Wealth Management, a Denver, Colo.-based RIA managing $180 million.
The acquisition expands Frontier’s footprint in the Denver area by adding another location.
DeVoe & Co., a consulting and investment banking firm for wealth and investment management companies, assisted Frontier with the transaction.
Blue Anchor Capital Management and Pickett also purchased “highly aggressive and volatile” securities, according to the order.
Reshuffle provides strong indication of where the regulator's priorities now lie.
Goldman Sachs Asset Management report reveals sharpened focus on annuities.
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Cerulli research finds nearly two-thirds of active retirement plan participants are unadvised, opening a potential engagement opportunity.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today’s choppy market waters, says Myles Lambert, Brighthouse Financial.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
