Wealth Enhancement Group Acquires FinTrust Capital Advisors
The acquisition brings Wealth Enhancement Group’s assets under management to more than $94.7 billion.
Tag: Wealth Enhancement Group
Americans Brace for Election’s Impact on Retirement Planning
Experts from Wealth Enhancement, summarizing a recent survey, say Americans are still optimistic about retirement in the long run.
Advisory M&A News – 7/15/24
Wealth Enhancement Group acquires Peak Financial Services and Rock House Financial; Dalton joins Cetera Advisor Networks, and Rally Wealth and...
Advisory M&A News – 7/8/24
Aquiline Capital acquires majority stake in Isio Group; Countiss Wealth Management debuts; Wealth Enhancement Group adds Starfox Financial Services.
Advisory M&A News – 6/24/24
Wealth Enhancement Group adds Atlas Fiduciary Financial; Cruz joins Ameriprise Financial; NewEdge Advisors welcomes Stonebridge Financial Partners.
Advisory M&A News – 4/29/24
Aon completes acquisition of NFP; Wealth Enhancement Group adds Lynch Retirement Investment Group; UBS hires financial adviser team led by...
Advisory M&A News – 4/1/24
NFP acquires Get Medical Plans; UBS Financial Advisors announces formation of Stone Harbor Group; Wealth Enhancement Group adds Piermont Wealth...
Advisory M&A News – 1/29/24
Bernstein Private Wealth Management expands ultra-high-net-worth platform; Cetera completes minority investment in Wilde Wealth Management Group; Wealth Enhancement Group announces...
Advisory M&A News – 12/26/23
Wealth Enhancement Group acquires Asset Management Resources; Millennium Trust acquires Maestro Health’s consumer directed benefits business; Kestra Private Wealth Services...
Advisory M&A News – 11/13/23
Hub International adds Renaissance Benefit Advisors; Wealth Enhancement Group acquires Retirement Advisory Group; Hightower announces strategic investment in Resource Consulting...
Advisory M&A News – 10/16/23
MarshBerry acquires IMAS Corporate Finance; Kestra Wealth Services adds McCullough; Wealth Enhancement Group expands by adding KCS Wealth Advisory.
Advisory M&A
Hub International acquires Golden Corner Wealth Advisors; Marsh McLennan Agency adds Integrity HR Inc.; Day & Ennis joins Mercer Advisors;...
Advisory M&A
CAPTRUST Financial Advisors acquires Aevitas Wealth Management; Heffernan Financial Services expands with Ascendant Financial Solutions; Commonwealth Financial Network adds Pinnacle...
Advisory M&A
Hub International acquires Red Rock Financial; Hightower makes Strategic Investment in Ten Capital Wealth Advisors; Wealth Enhancement Group adds Heacock...