Captrust Financial Advisors, the Raleigh, N.C.-headquartered registered investment advisor that surpassed $1 trillion in total client…
Continue ReadingTag: Acquires
NFP, an Aon company, Acquires HC Financial, a Wealth and Corporate Benefits Advisory Business
NFP, an Aon company, Acquires HC Financial, a Wealth and Corporate Benefits Advisory Business Acquisition consolidates…
Continue Reading
Lido Advisors Acquires $600M Colorado RIA Platte River
The $24 billion advisory firm Lido Advisors has acquired Platte River Wealth Advisors, a Louisville, Colo.-based…
Continue Reading
Wealth Enhancement Group Acquires FinTrust Capital Advisors
Wealth Enhancement Group, an independent wealth management firm with more than $94.7 billion in client assets, announced…
Continue Reading
Financial Management Professionals Inc. Acquires 70 Shares of Cadence Design Systems, Inc. (NASDAQ:CDNS)
Financial Management Professionals Inc. increased its holdings in shares of Cadence Design Systems, Inc. (NASDAQ:CDNS –…
Continue Reading