MGO Investment Advisors, a Beachwood, Ohio-based registered investment advisory firm, has merged with One Seven, an RIA firm whose co-founder, Ron Gross, was MGO’s president and CEO.
The combined firm, MGO One Seven, which Gross will continue to lead, manages $2.74 billion.
New York-based Merchant Investment Management said in a press release it has made a minority, non-controlling investment in the firm.
Toronto-based Bank of Montreal has hired a three-decade veteran from Bank of America to lead its newly combined US operation as one of its top leaders plans to step down.
LPL has closed 56 deals in its succession program, using $690 million of capital, according to William Blair analyst Jeff Schmitt.
The smartest sellers are prioritizing integration support, not just payout multiples, says industry head.
Unequal life expectancy, emotional decision-making, and market swings are rewriting the rules, forcing a rethink on everything from default plans to annuities.
Meanwhile, Wells Fargo reels in a veteran from JPMorgan in Las Vegas, Nevada.
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.
