00:17:05
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RIA News: Alera Buys WBG, New Cetera Recruit, AssetMark Buys Fintech
- 01 mins 22 secs
Alera Group Wealth Services is buying Wharton Business Group, $3.5 billion RIA in Pennsylvania. Cetera Financial Group just scored another recruiting win, welcoming Skafco to its branch community, Cetera Investors. AssetMark Financial Holdings has come to an agreement with Vestmark to acquire Adhesion Wealth, a leading provider of wealth management technology solutions to RIAs.
Channel:
RIA TV
Companies: Alera Group Wealth Services, Cetera Financial Group, AssetMark Financial Holdings
Topics: RIA, Technology, News,
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Thrivent Asset Management offers actively-managed funds with a track record of competitive performance. For more than half a century, we have used long-term investment approaches to unearth future opportunities for you and your clients. Our fund family provides accumulation and distribution strategies designed for all risk tolerances.
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