Frontier Wealth Management, a $2.5 billion registered investment adviser in Kansas City, Mo., has acquired Highwater Wealth Management, a Denver, Colo.-based RIA managing $180 million.
The acquisition expands Frontier’s footprint in the Denver area by adding another location.
DeVoe & Co., a consulting and investment banking firm for wealth and investment management companies, assisted Frontier with the transaction.
What will financial advice look like 20 years from now? Evan Vladem explores how AI may transform wealth management while reinforcing the enduring value of human guidance, trust, and empathy.
The Boston deal is set to push the PE-backed consolidator past $187 billion amid a broad RIA M&A slowdown and a potential shift in its ownership.
Advisors with clients who own second homes in New York City face fresh uncertainty as the city seeks a stay and plans an appeal.
Meanwhile, a deal in the Midwest gives NorthRock Partners a new office in Wisconsin, while two teams join OnePoint BFG in Georgia and Atlanta.
These challenges are “changing the economics we see retirement savers face,” said Christopher Ceder of Goldman Sachs Asset Management
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Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
