Allworth Financial, a Folsom, California-based registered investment advisory firm managing $15 billion, has acquired Second Opinion Partners of Riverwoods, Illinois, and Muchler Financial Services of Dansville, New York, which is outside Rochester. The firms manage $440 million and $200 million in assets, respectively.
Terms of the acquisitions were not disclosed.
Also, wealth.com enters Commonwealth's tech stack, while Tifin@work deepens an expanded partnership.
Back office workers and support staff are particularly vulnerable when big broker-dealers lay off staff.
The fintech giant is doubling down on its strategy to reach independent advisors through a newly created leadership role.
The two firms are strengthening their presence in California with advisor teams from RBC and Silicon Valley Bank.
The high court's decision rebuffing Alpine Securities marks a setback for a broader challenge to Wall Street's reliance on self-regulatory organizations.
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.
