Azimut Group, a global investment manager based in Milan, Italy, has made what it calls a significant investment in the Sanctuary Wealth Group, an Indianapolis-based wealth management firm.
Sanctuary, which operates broker-dealer, registered investment advisory and investment management arms, has 41 partner firms across 17 states that advise on more than $12 billion in assets. Azimut manages the equivalent of $67 billion.
With backing from Azimut, “we are poised to assert ourselves as willing buyers of valuable advisory practices, for Sanctuary and on behalf of our elite advisor network,” Jim Dickson, Sanctuary Wealth’s CEO, said in a release.
Elsewhere in Utah, Raymond James also welcomed another experienced advisor from D.A. Davidson.
A federal appeals court says UBS can’t force arbitration in a trustee lawsuit over alleged fiduciary breaches involving millions in charitable assets.
NorthRock Partners' second deal of 2025 expands its Bay Area presence with a planning practice for tech professionals, entrepreneurs, and business owners.
Rather than big projects and ambitious revamps, a few small but consequential tweaks could make all the difference while still leaving time for well-deserved days off.
Hadley, whose time at Goldman included working with newly appointed CEO Larry Restieri, will lead the firm's efforts at advisor engagement, growth initiatives, and practice management support.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
