Wealth Enhancement Group, a Minneapolis-based firm with $60.6 billion in assets, said Wednesday that it’s acquired Legacy Financial Planning, a hybrid firm that oversees $371 million in client assets.
Legacy Financial Planning has offices in Rochester and Oswego, New York, and Naples, Florida.
The firm is led by co-founder and CEO Tammy Mogilski and co-founder and president Brian Bedford.
Advisor Growth Strategies was Legacy Financial Planning’s advisor on the transaction.
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.
