Stratos Wealth Enterprises (Stratos), part of Stratos Wealth Holdings, a family of wealth management firms on a mission to support the development of growth-minded financial advisors across the country, has made a strategic investment in Summit Wealth Partners (Summit), an SEC-registered investment adviser firm that oversees USD600 million in client assets.
By Hilesh Chavda (pictured), a private client partner with city law firm Spencer West – Digital assets are an integral part of our lives and will become even more so in the coming years. But it is a regulatory Wild West out there which makes it difficult for anyone, especially executors and trustees charged with safeguarding and managing assets to deal with digital assets.
STEP, the worldwide professional association for practitioners who advise families across generations, has launched a new guide for advisers on the responsible stewardship of wealth in a changing world.
Wealth Enhancement Group, an independent wealth management firm, has acquired Lighthouse Wealth Management, an independent hybrid registered investment adviser (RIA) with USD446 million in total client assets.
Advisor Group adds four financial professionals with USD259m in total client assets to Royal Alliance Subsidiary
Advisor Group, a US network of independent wealth management firms, has recruited four independent financial professionals who oversee a collective USD259 million in total client assets to its platform.
JPMorgan Chase is to acquire Nutmeg, a UK-based independent digital wealth manager which serves over 140,000 investors and manages in excess of GBP3.5 billion in assets.
Independent Wealth Planners (IWP), a UK group of independent financial advisers, has acquired Omnium Capital Limited.
Kingswood Holdings Limited (Kingswood) is to acquire Admiral Wealth Management, a North Lincolnshire based Chartered Financial Planning firm, consolidating, and adding scale to its existing presence across North Lincolnshire and Yorkshire.
Sendero Wealth Management, a private, partner-led wealth management firm in San Antonio announced has surpassed USD4.4 billion in assets under management (AUM).
New research from The Openwork Partnership, one of the UK’s largest and longest established financial advice and investment networks, shows advisers are expecting a boom in demand for advice on inheritance tax planning.