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$2B Team Joins Fifth Third Wealth Advisors from TIAA-CREF

Wealth Management

Advisors Scott Bailey, Scott Cislo and Murray Kinlaw have joined Fifth Third Wealth Advisors, the RIA launched by Fifth Third Bank in 2022.

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Adviser Investments, Ropes Wealth Advisors Combine to Create $15B RIA

Wealth Management

Adviser Investments is doubling its AUM and bolstering capabilities with the acquisition of Ropes Wealth Advisors from global law firm Ropes & Gray.

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Wealth Advisor Catalina Franco-Cicero earns her Certified Tax Specialist (CTSâ„¢) designation

Tobias Financial

Tobias Financial Advisors is proud that our team members constantly strive to grow and expand their knowledge. We are excited to announce that our Wealth Advisor Catalina Franco-Cicero recently earned her Certified Tax Specialist ( CTS ) designation. . To read more about Catalina, visit her bio here. .

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Retirement Visions Joins Redhawk Wealth Advisors

Wealth Management

The 10-person Retirement Visions team left Securities America to harness technology, compliance and administrative support by Redhawk Wealth Ventures.

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Podcast links: revisiting Moneyball

Abnormal Returns

joincolossus.com) Finance Howard Lindzon talks macro trends with Lewis Johnson who is CIO of Capital Wealth Advisors. (stratechery.com) Matt Reustle talks with Nima Shayegh who is Managing Partner at Rumi Capital Partners about the business of Brookfield Asset Management ($BAM).

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EP Wealth Advisors Buys Wacker Wealth Partners

Wealth Management

billion in Central California by acquiring Wacker Wealth Partners EP grows assets by nearly $1.2

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Weinheimer Wealth Management Joins Exencial Wealth Advisors

Wealth Management

Exencial has picked up a $500 million Austin firm in its 3rd-ever acquisition.