DEALS & MOVES: CARSON AND WEALTH ENHANCEMENT KEEP GROWING
https://media.zenfs.com/en/wealth_management_474/698b82129a14af9e39e083360421ae42
✍️ Charles Schwab acquires private markets platform Forge Global Holdings, while several RIAs expand their teams and assets through acquisitions and recruitments.
👉 Charles Schwab acquires private markets platform Forge Global Holdings 👉 Several RIAs expand their teams and assets through acquisitions and recruitments 👉 HB Wealth expands its team by five, bringing in a group from J.P. Morgan 👉 Kestra Holding's Bluespring Wealth Partners acquires a $1.4 billion Kestra-affiliated Pittsburgh firm 👉 Merit Financial adds Mennenga Tax & Financial in Wisconsin 👉 Carson Group lures Northwestern Mutual breakaway James Fetters 👉 Wealth Enhancement acquires $165M Guidance Wealth 👉 RFG Advisory tops $7B platform assets with addition of Cambium 👉 Alerus Financial joins Osaic Institutions as its broker/dealer
-- #JonBeatty #JamesFetters #RonCarson #TomTaylor #ShannonSpotswood #EdSwenson #JimCollins #StephenAmarante #Atlanta #Pittsburgh #Charlotte #SantaMonica #Omaha #Elkhart #Ind. #Plymouth #Min. #Birmingham #Flagstaff #Ariz. #GrandForks #NorthDakota #Scottsdale #Ariz. #business
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