An Insurer Taps Its Financial-Adviser Network to Sell Private-Market Funds
Lincoln Financial is teaming up with Bain Capital and Partners Group to launch two new funds aimed at everyday investors.
CW Advisors Snaps Up 2 East Coast Advisory Firms, Adding $1.4 Billion in Assets
The two deals continue Boston-based CWA’s East Coast expansion, bringing total assets to more than $12 billion.
InvestmentNews6d
Osaic network expands with $170M AUM trio of advisors in Indiana
Nick Scheumann, Mark VandeVelde, and Andy Smith are the founding partners of Ever Wealth, a $170 million AUM firm that was ...
Dynasty Financial Partners Announces Strategic Collaboration With Goldman Sachs
Dynasty Financial Partners, a leading advocate of the independent wealth management movement, is excited to announce a strategic collaboration with Goldman Sachs through which Goldman Sachs Custody ...