A team managing $350 million at Linwood Investment Advisors in Buffalo, New York, will join Cleveland, Ohio-based Fairport Wealth, bringing that firm’s assets under management to $3.3 billion.
Chicago-based Hightower helped facilitate the merger for Fairport Wealth, a Hightower advisory business, the firm said in a press release Thursday.
Geary and his team specialize in tax-aware wealth management for high-net-worth clients, and retirement plan consulting for corporations. The business will operate under the Fairport Wealth brand name.
Despite a lighter regulatory outlook and staffing disruptions at the SEC, one compliance expert says RIA firms shouldn't expect a "free pass."
FINRA has been focused on firms and their use of social media for several years.
RayJay's latest additions bolster its independent advisor channel's presence across Pennsylvania, Florida, and Washington.
The deal ending more than 30 years of ownership by the Swiss bank includes six investment strategies representing more than $11 billion in AUM.
Divorce, widowhood, and retirement are events when financial advisors may provide stability and guidance.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
From direct lending to asset-based finance to commercial real estate debt.
