Connectus Wealth Advisers, a Cincinnati, Ohio-based registered investment advisory firm managing $909 million, has agreed to acquire an interest in NorthCoast Asset Management, a Greenwich, Connecticut-based RIA firm managing $2.1 billion.
The transaction, the terms of which were not disclosed, will close in the fourth quarter.
Connectus is more than 75% owned by Focus Financial Partners of New York.
“The White House has extremely strict ethical guidelines with respect to issues like this,” said Press Secretary Karoline Leavitt.
Just how much does it cost for a financial advice exec to stay out of prison?
The advisor both prices FSK's private loans and gets paid on those prices, the suit claims
The proposal would end decades of paper-first delivery rules, but keeps a paper opt-out and draws early praise from fund and annuity industry groups.
The Trump accounts are “generationally changing” and bring financial literacy to youth, said IRS chief Frank Bisignano.
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
