Independent Advisor

Signature Estate & Investment Advisors Hires AssetMark Exec as President

Matt Matrisian will help oversee the RIA’s acquisition and growth strategies.

By

Andrew Welsch

2 minute read

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Why I Focus My Financial Advice Business on Special Needs Families

After his own child was diagnosed with autism, this advisor developed a niche serving families with members who have intellectual or developmental disabilities.

By

Michael Beloff

Long Read

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Emigrant-Backed Pure Financial Buys Chicago-Area Advisory Firm

The acquisition of Fairhaven Wealth Management, which advises on nearly $900 million in assets, is Pure’s second deal of the year and its sixth overall.

By

Kenneth Corbin

2 minute read

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Creative Planning Acquires $1.1 Billion California Advisory Firm

The addition of Monterey Private Wealth brings a team of 13 and establishes Creative Planning’s presence in the coastal town south of San Francisco.

By

Kenneth Corbin

2 minute read

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Cetera Wealth President Publicly Courts Commonwealth Advisors After LPL Deal

Todd Mackay is pitching a culture of independence and support to Commonwealth advisors considering their next move after the acquisition announcement.

By

Kenneth Corbin

2 minute read

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