00:17:05
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RIA News: Edelman Buys CA RIA, Beacon Pointe Merger, Alera Adds $1.5 Bln
- 01 mins 16 secs
The #1 independent advisory firm in the country Edelman Financial Engines is buying Smart Investor in California. The RIA manages $680 million for hundreds of clients and also offers retirement plan management to small businesses.
Turning to another top RIA, Beacon Pointe just closed another merger. The female-led firm is joining forces with Benchmark Private Wealth Management in Texas. This marks Beacon Pointe's fourth acquisition in Texas, but its first-ever deal with a wealth advisory group initially connected to a bank.
Finally, Alera Group Wealth Services is adding $1.5 billion to its AUM through the acquisition of Johnson Brunetti. The retirement and investment specialist is based in Connecticut with eight offices in the northeast and one in Atlanta.
Channel:
RIA TV
Turning to another top RIA, Beacon Pointe just closed another merger. The female-led firm is joining forces with Benchmark Private Wealth Management in Texas. This marks Beacon Pointe's fourth acquisition in Texas, but its first-ever deal with a wealth advisory group initially connected to a bank.
Finally, Alera Group Wealth Services is adding $1.5 billion to its AUM through the acquisition of Johnson Brunetti. The retirement and investment specialist is based in Connecticut with eight offices in the northeast and one in Atlanta.
Companies: Edelman Financial Engines, Beacon Pointe Advisors, Alera Group Wealth Services
Topics: RIA, M&A, 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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