Wealth Enhancement Group, a Minneapolis-based hybrid, has acquired North American Management, a Boston-based registered investment adviser managing $1.75 billion.
Founded in 1928, NAM is a 20-person firm with nine financial advisers.
When the deal closes, it will bring Wealth Enhancement Group's client assets close to $30 billion.
Investors weigh the impact of US-China trade truce.
Firms have updated forecasts as trade tensions ease.
Share issue beat expectations for online trading platform.
Analysts identifies president's preferred range for WTI.
Advisor transitions involve more than $600 million AUM
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From direct lending to asset-based finance to commercial real estate debt.
