- MAI Capital Management Onboards $238 Million Bolan Team
MAI Capital Management, a registered investment adviser specializing in
comprehensive investment and financial planning for high-net-worth...
from: Pulse 2.0
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- RIA Deal Roundup: Several RIAs Announce Deals on First Day of Q4
Mercer Advisors, Savant, Beacon Pointe and Credent are among the RIAs
announcing acquisitions on Tuesday.
from: WealthManagement.com
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- $37B RIA Beacon Pointe gets bigger with bicoastal deals
The female-led wealth firm is snapping up two advisory teams in California
and South Carolina boasting a collective $600M in client assets.
from: InvestmentNews
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- Deals Of The Day: The Latest In Wealth Management M&A – MAI, Beacon Pointe,
Savant, Mercer, Others
MAI Capital Management MAI Capital Management, an RIA, has bought Bolan
Capital Management for an undisclosed sum. Bolan was founded in 2009...
from: Family Wealth Report
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- Beacon Pointe Advisors Bridges New Opportunities Through Further
Acquisitions
PRNewswire/ -- Beacon Pointe Advisors ("Beacon Pointe") unveils its latest
acquisitions of Bridge Advisory with offices in Pasadena, CA, and...
from: PR Newswire
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