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Steward adds $488M with twin acquisitions
The hybrid’s new deals expand its presence in the Virginia and Ohio markets.
Gold standard drives Steward’s growth
Steward Partners CEO talks about the value of its equity ownership model, why the wirehouses have already lost, and plans to continue the firm’s M&A momentum.
Hybrid managing $300 million moves to Arkadios
Personal Portfolio, based in Redwood City, California, previously was affiliated with Investment Architects.
Wealth Enhancement Group acquires Maryland hybrid
Serafini Financial Group managed $853 million before the transaction.
$900 million Macro Consulting Group acquired
Founder Mark Cortazzo will stay on as part of Wealth Enhancement Group.
Two Connecticut hybrids to merge, creating $1.4 billion firm
The two Hartford-area firms, ClearGuidance and Gottfried & Somberg, will operate under the latter's name.
4 reasons not to launch your own hybrid RIA
Does setting up a hybrid RIA firm make sense for your practice? Here are four factors to consider.
