$24 Billion Moneta Group Announces First RIA Deal in Denver

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  • 01 mins 58 secs
$24 billion Moneta Group is merging with Denver-based Dunston Financial Group, which is fee-only and has more than $20 billion in assets under management. Envestnet MoneyGuide is giving advisors a new tool to use on its MyBlocks digital financial planning education platform. $4.6 billion wealth management firm The Mather Group just acquired RPH Financial Services, which manages $168 million and specializes in serving corporate execs in the pharmaceutical sector.



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