Alera Group Purchases Johnson Brunetti
Subsidiary Alera Group
Wealth Services gains $1.5B RIA
Subsidiary Alera Group
Wealth Services gains $1.5B RIA
Picard will head the
alternative investment platform for the $140B private
wealth manager.
Kudu Investment Management
bought minor stake in the $3B RIA.
Ryan
Detrick joined colleague Burt White at $20B Carson Group
Laura LaTourette (she/her/hers) takes a unique view about
how she approaches running her Georgia-based RIA, Family Wealth Management
Group. From an entrepreneurship lens, LaTourette works to differentiate her
brand within a crowded market, which can make all the difference when setting
out to create a long-lasting, thriving private wealth practice.
Bill Sappington will develop
a companywide banking and lending platform.
CFA Stephen Kolano will lead
startup Integrated Family Office
RCA left Fifth Third to
manager its $550 million under Stratos Wealth
Kristen Oliveri, Head of Private Wealth Content at
Markets Group, sits down with Carina Diamond, the chief experience officer of
Dakota Wealth Management, to discuss how Diamond has cultivated a unique firm
culture within her RIA, helping both clients and employees flourish in a time
of great change.
Rising inflation. Rising interest
rate. Plus, a looming recession. The stock and bond market are down but—regardless—the
60/40 portfolio will remain.