Kingswood U.S., a New York-based network of registered investment advisory firms and broker-dealers overseeing more than $3 billion, has attracted firms with 15 financial advisers in the fourth quarter of 2022.
The advisers work at a practice serving high-net-worth clients in the Washington, D.C., metro area, a 20-year-old planning firm in Atlanta, Georgia, and a financial planning and consulting firm in Hawaii.
For the year, Kingswood Wealth Advisors attracted 21 advisers supervising more than $943 million in assets, the company said in a release.
With over 600 clients, the $71 billion RIA acquirer's latest partner marks its second transaction in Oklahoma.
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.
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.
