Winston-Salem based Maestro Wealth Advisors joins Dallas-based wealth advisory firm

Snowden Lane Partners, a New York-based wealth advisory firm, expanded into Florida with the opening of a new office in Coral Gables. The firm hired two teams of former Merrill Lynch advisors with a combined $344 million in client assets under ma.....»»

Kansas City's Mariner Wealth Advisors agreed to acquire Houston-based Patriot Wealth Management Inc. for an undisclosed amount, which will add about $2 billion in assets under advisement. The local financial and investment advisory firm will become a p.....»»

Emotions and money sometimes go hand in hand. When making retirement decisions, Nicholas Yrizarry, President and CEO of Align Wealth Advisors, says it's best to put emotions aside and joins The Final Round to discuss why......»»

Overland Park-based Creative Planning acquired OptiFour Integrated Wealth Management, a registered investment advisory firm in McLean, Va., adding $400 million in assets under management. Mark Cohen founded OptiFour in 1997, it's led by CEO Wes Bu.....»»

A Michigan wealth management firm has partnered with Birmingham-based RFG Advisory. Martial arts instructor Michael Heckman, who recently started his own independent practice, Ludington-based Sable Point Wealth Management, has joined RFG’s growing netw.....»»

LSL Advisors has joined the TCN Worldwide Real Estate Service network. The move will give the Manhattan-based advisory and investment firm national and international coverage for its clie.....»»

St. Louis-based Lowenhaupt Global Advisors (LGA) has been sold to CIBC Private Wealth Management in Chicago in a deal in which terms were not disclosed......»»

Tony Parker, the retired San Antonio Spurs legend, has put down the basketball and picked up a briefcase. NorthRock Partners announced Tuesday that Parker has joined the wealth-management firm as president of its athletes, artists and entertainers d.....»»

The president of a Cincinnati-based money management firm has left to take a position with another local firm, Constellation Wealth Advisors. Nick Reilly stepped down from Horan Capital Advisors, which he co-founded in 2010, and joined Constellatio.....»»

Cleveland-based wealth management company MAI said the acquisition extends its presence in the greater Cleveland area......»»

Hudson Advisors, New Age Capital and Maverick Ventures all raised millions of dollars this week, public records show......»»

Baird Capital, the Chicago-based investment arm of Milwaukee private investment and wealth management firm Robert W. Baird & Co. Inc., is investing in a Texas company developing software that automates purchasing for manufacturers and distributors,.....»»

Take a look at our weekly column where we highlight recent M&A activity involving Dallas-Fort Worth companies. Metropolitan Capital Advisors Brokerage firm Marcus & Millichap Inc. has acquired Dallas-based Metropolitan Capital Advisors, a news re.....»»

Prevail Innovative Wealth Strategies is on track to continue its speedy growth in 2020, but it decided it needed a new employee to keep up the pace. The Leawood-based financial planning firm, which added 66 advisers in the past two years, plans to.....»»

Atlanta-based wealth management firm Gratus Capital picked Cox Enterprise executive Neil Campbell as its new president. Campbell served in a range of senior management roles over seven years with Cox, most recently as vice president of employee experi.....»»

A national commercial real estate services firm has acquired a Tampa real estate appraisal company for an undisclosed amount. Dallas-based BBG will acquire Tampa-based Herr Valuation Advisors Inc., marking the second acquisition for BBG in the past f.....»»

St. Louis-based Wells Fargo Advisors said Tuesday it will offer zero-comission trades on its WellsTrade self-directed trading platform for stocks and exchange traded funds (ETFs). Wells joins a raft of other brokerages that have jumped on the zero.....»»

Five more deals are in the works......»»

Enlightenment Capital has tapped Alan Thomas for its advisory board, and the executive team of one of its companies, a month after he stepped down as Federal Acquisition Service commissioner. Executives with the Chevy Chase-based investment firm ann.....»»

Del Principe | O’Brien Financial Advisors, an Indianapolis-based registered investment advisory firm, recently released its August.....»»