Wealth Enhancement Group, a Minneapolis, Minnesota-based hybrid firm that oversees $20.3 billion, has acquired 10-15 Associates, an independent registered investment adviser managing $923 million and headquartered in Goshen, New York.
The firm has additional offices in Fishkill and Tarrytown, New York, adding to Wealth Enhancement’s footprint in the New York metropolitan area.
Founded in 1986 by Deborah DeMatteo and Michael DeMatteo, 10-15 Associates has grown to include 16 employees, including seven financial advisers.
The "Crypto Mom" departure would leave the SEC commission with just two members and no Democratic commissioners on the panel.
IFP Securities’ owner, Bill Hamm, has a long-term plan for the firm and its 279 financial advisors.
Meanwhile, a Osaic and Envestnet ink a new adaptive wealthtech partnership to better support the firm's 10,000-plus advisors, and RIA-focused VastAdvisor unveils native integrations with leading CRMs.
A former Alabama investment advisor and ex-Kestra rep has been permanently barred and penalized after clients he promised to protect got caught in a $2.6 million fraud.
As more active strategies get packaged into the ETF wrapper, advisors and investors have to look beyond expense ratios as the benchmark for value.
Wellington explores how multi strategy hedge funds may enhance diversification
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
