Diana Britton
Managing Editor at Wealth Management
Managing Editor, https://t.co/v0JKpuma0Z Host of The Healthy Advisor, a podcast about advisors' personal wellbeing and healing
Articles
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3 weeks ago |
wealthmanagement.com | Diana Britton
Merchant Investment Management, a New York-based private partnership that provides growth capital and other support to independent financial services firms, has hired Rich Policastro as managing director, to expand the firm’s network of service providers. Policastro joins from Hightower, where he was executive director of mergers and acquisitions. Prior to that, he served as president of Round Table Wealth Management, an RIA that was acquired by Cerity Partners.
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3 weeks ago |
wealthmanagement.com | Diana Britton
John Wernz will apply many of the lessons from his time at Wealth Enhancement to ramp up Mission Wealth’s organic and inorganic growth. John Wernz, an executive-in-residence at Great Hill Partners, the Boston-based private equity firm, has joined Mission Wealth as a strategic advisor and partner. This follows Great Hill’s minority investment in Mission Wealth, a Santa Barbara, Calif.-headquartered RIA with about $11 billion in assets, in May.
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3 weeks ago |
wealthmanagement.com | Diana Britton
Abbas Hasan, COO of Pure Financial Advisors, has left the $8 billion RIA backed by Emigrant Partners and Lee Equity Partners. Abbas Hasan, chief operating officer at Pure Financial Advisors, an $8 billion RIA backed by Emigrant Partners and Lee Equity Partners, has departed the firm, according to regulatory filings and the firm’s website. Hasan was removed from the RIA’s Form ADV as a direct owner of the company on May 12, and his profile was taken off the firm’s website this week.
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3 weeks ago |
wealthmanagement.com | Diana Britton
Mercer Global Advisors, one of the nation’s largest and most acquisitive registered investment advisors with $71 billion in assets, has acquired Full Sail Capital, an Oklahoma City RIA with about $2 billion in client assets. Full Sail represents Mercer’s third-largest deal to date and its sixth acquisition this year. This is Mercer’s second acquisition in Oklahoma, bringing its total AUM in Texas and Oklahoma to more than $7 billion.
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3 weeks ago |
wealthmanagement.com | Diana Britton
Integrated Partners, a registered investment advisor and office of supervisory jurisdiction of LPL Financial with more than $21 billion in assets under administration, has introduced a new W2 employee model. Under the model, Integrated will acquire 100% of an advisory firm’s business, with that team becoming employees of the firm. The RIA expects to do both internal deals with advisors already on the Integrated platform as well as external deals.
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