Matt Kilgroe, whose team managed $1.2 billion at UBS in St. Petersburg, Fla., has launched Cyndeo Wealth Partners, a registered investment adviser.
The new firm, whose name comes from the Greek word “syndeo,” meaning “connect,” will custody at Fidelity and use the services of Dynasty Financial Partners.
Kilgroe had been affiliated with UBS since 2012 and earlier was with Merrill Lynch.
Wealth Consulting Group, Coastline and Maridea report fresh capital, acquisitions and asset growth as advisor M&A keeps climbing
Carson Group's Dani Fava, Jason Pereira of Woodgate Financial, and Sally George of Convergency Partners led the raise as the growth-tech startup builds out its AI platform and leadership bench.
New teams from William Blair, Ameriprise and UBS bring more than $560 million in combined client assets to the firm's employee and independent channels.
Regulators this year approved UBS Bank USA’s conversion to a nationally chartered bank.
How a subprime lender’s car-loan bonds allegedly unraveled before bankruptcy.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
