Displaying 11 results
Wealthspire reels in $6B in assets with GM Advisory purchase
This is Wealthspire's third deal for a registered investment advisory firm this year.
‘Personal affinity’ spurs advisor to help Maui wildfire recovery
A Wealthspire advisor launches campaign that has so far raised $30,000 for the island.
Wealthspire acquires $1 billion firm to expand in the Atlantic region
Based in Richmond, Virginia, ACG Wealth Management offers investment management, qualified plans, tax strategies and third-party administrator services.
Wealthspire Advisors acquires Heron Wealth
New York City-based Heron oversees $300 million in assets and is led by president David Edwards.
Wealthspire Advisors to acquire Nevada RIA
The acquisition of Reno-based Sage Financial Advisors, which manages $194 million, will expand the firm’s presence in the West.
Financial advice is the midlife job that women want – but don’t know exists
In the past two years, American women have had a collective epiphany: They want to trade in their current careers for something different and better.
Wealthspire funds four scholarships to encourage CFP diversity
The New York-based RIA will provide four awards per year of up to $5,000 per student for individuals pursuing their CFP certification.
Wealthspire kicks off rebranding efforts in wealth management build-out
Lenox Wealth Advisors became Wealthspire over the weekend, with Private Capital Group and Private Ocean the next firms under NFP's umbrella to see name changes.
Wealthspire acquires $2.7 billion Private Ocean
With two deals pending, New York-based Wealthspire is approaching $17 billion in total RIA assets.
Adviser brings balance to clients’ divorce proceedings
Aviva Pinto found her niche when she realized most divorces include a 'non-monied' spouse in search of financial footing.
Virtual internship > traditional internship
'Once seen as potential casualties of a pandemic-altered work environment, summer internship programs have emerged as one of the shining success stories across financial services,' according to InvestmentNews columnist Jeff Benjamin.
