Wealth Enhancement Group, a Minneapolis-based wealth management firm managing $54.5 billion, has acquired Napa Valley Wealth Management and TrueNote Investment Advisors, firms led by Kelly Crane and headquartered in St. Helena, California, that oversee more than $400 million in client assets.
Terms of the acquisition were not disclosed.
The two acquired firms will become the InConcert Napa Valley Team of Wealth Enhancement Group.
Meanwhile, an advisor tuck-in from Edward Jones expands Kestra's Washington, D.C.-area presence, and Janney deepens its Connecticut footprint with an experienced Wells Fargo advisor.
KFN Succession Center pairs advisors weighing retirement with buyers, as next-gen affordability keeps eroding industry-wide.
New CFA Institute research calls for tougher valuation rules and suitability standards as private credit funds court wealth management clients.
Michigan father-son team with nearly 50 years of combined experience joins LPL, while a New Jersey advisor moves from Ameriprise to RJFS.
UBS expert Sarah Salomon says stewardship is built over time, not handed over in a will.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
