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

Colliers International Valuation & Advisory Services, part of Colliers International Group Inc. (Nasdaq: CIGI), is expanding with the addition of Dallas-based Deverick and Associates Inc. The move is expected to be key to Colliers’ growth in Texas .....»»

may seek to manage more of the fortunes of Europe’s wealthy as the Wall Street brokerage looks to expand beyond the volatile returns of equity and bond trading. The New York-based firm currently... To view the full story, click the title link......»»

A Boston-based broker-dealer intends to acquire Florida's Allen & Co., which employs approximately 50 advisors and has $3 billion in client assets. LPL Financial and Allen & Co., based in Lakeland, signed a purchase agreement on May 17; the transact.....»»

A team of wealth advisers based in Texas has left to create Americana Partners. Jason Fertitta is the president of the new firm, which has partnered with Dynasty Financial Partners, according to a... To view the full story, click the title link......»»

A pack of wealth advisers have left Morgan Stanley to start their own independent wealth management firm called Americana Partners LLC. The firm also has joined the Dynasty Financial Partners network, according to an announcement from New York-based.....»»

Horan Capital Advisors is a Cincinnati, Ohio-based investment advisory firm, that was launched in June 2010. It offers its professional services.....»»

Dallas wealth manager True North Advisors has acquired a Fort Worth company, Western Research and Management, th.....»»

Crestone Capital is based in Boulder......»»

Last week, the parent company of Five Star Bank announced the pending acquisition of HNP Capital LLC, a wealth management firm founded in 2009......»»

Wells Fargo & Co. said Monday it is considering restructuring and possibly combining two of its retail brokerage businesses, including St. Louis-based Wells Fargo Advisors. A Reuters report identified the divisions as those led by David Kowach (W.....»»

RFR Realty announced a lease expansion with Temasek at 375 Park Avenue – Seagram Building. The Singapore-based global sovereign wealth fund with a portfolio of appro.....»»

New York real estate advisory firm Newmark Knight Frank has acquired Dallas-based Jackson Cooksey. Founded in 1982, Jackson Cooksey is a corporate tenant representation company with 70 workers across locations in Dallas, Houston, Austin and Denver.....»»

New York real estate advisory firm Newmark Knight Frank has acquired Dallas-based Jackson Cooksey. Founded in 1982, Jackson Cooksey is a corporate tenant representation company with 70 workers across locations in Dallas, Houston, Austin and Denver. Its c.....»»

Dallas wealth adviser Westwood Trust is starting a private equity fund as a way to give smaller investors a chance to buy into hotels......»»

The just-created Live Oak Private Wealth is ready to go after high-net-worth individuals at the coast. That’s according to Scott Custer, president of Wilmington-based $3.5 billion-asset Live Oak Bank, which announced the creation of the new wea.....»»

BOK Financial recently finalized its acquisition of Denver-based CoBiz Financial......»»

The Bellevue-based wealth management firm opened a Lake Oswego office last year. Its targets include women-controlled and women-owned firms in Oregon and Washington......»»

The firm now has 350 employees in 35 offices throughout the country......»»

Houston-based Sentinel Trust Co. LBA, one of the largest wealth management firms and multifamily offices in the city, named Lissa S. Gangjee as the firm's new CEO in a Dec. 21 statement. Gangjee is a six-year veteran of Sentinel Trust and has served .....»»

The largest CPA firm in Upstate New York continues to diversify its business lines with a stake in a money management firm based near Rochester......»»