收购交易概述 - 美国财富增强公司收购独立注册投资顾问公司Wise Wealth 交易金额未披露[1] - 此次交易是财富增强公司完成的第100次收购[1] - 收购为财富增强公司增加了4.64亿美元客户资产 使其总客户资产超过1250亿美元[1] 被收购方Wise Wealth概况 - Wise Wealth公司成立于2007年 在Lee's Summit、Rolla和Liberty设有办公室[2] - 公司团队包括6名顾问和6名支持人员 由总裁兼创始人Stephen Stricklin领导[2] - 公司提供税务、财务和遗产规划、投资管理以及退休规划服务 主要客户群体为退休人员及临近退休人员[2] - 收购后Stricklin将继续领导其团队[3] 收购方财富增强公司实力 - 截至2025年9月30日 财富增强公司客户资产达1245亿美元 其中通过其经纪服务部门持有的经纪资产为41亿美元[3] - 公司通过注册投资顾问Wealth Enhancement Advisory Services提供咨询服务 在全美拥有158个办公室[4] 交易战略意义与管理层评论 - 财富增强公司CEO评价Wise Wealth是堪萨斯城地区一流的、以规划为重点的公司[1] - 收购旨在支持Wise Wealth团队 使其能够继续提供卓越服务 并借助更大平台提升深度和规模[2] - Wise Wealth创始人表示此次合作是其团队和客户的一个重要里程碑 其帮助客户“给予、服务和享受生活”的使命将继续指导工作[3] - 财富增强公司首席战略官表示合并可为Wise Wealth团队提供额外资源 帮助客户更自信地追求目标[4]

A registered investment advisor (RIA), MAI has completed its acquisition of Evoke Advisors, a move that expands MAI’s assets under management (AUM) to over $65bn and introduces new managing partner appointments, further advancing the firm’s national presence and capabilities. The Evoke Advisors acquisition marks a milestone in MAI’s growth strategy, enhancing its services for ultra-high-net-worth (UHNW) clients and institutions. With the addition of Evoke Advisors, MAI now operates across 34 offices in t ...

“This was an opportunity to do two things, which was bring the brands together more purposefully and to simplify the brand story and the optimal structure for that business to thrive,” he said. “That wasn’t going to happen in an environment where NFP was owned by a separate but connected company with a focus on growing the insurance side of the business.”As LaMena recounts, Aon and NFP came to realize that wealth and retirement advice firms were not central to their acquisition. Aon had bought NFP to move f ...

根据提供的文档内容，该文档不包含任何与公司或行业相关的实质性信息 无法进行核心观点总结或关键要点分析 [1]

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Registered investment advisor merger and acquisition activity has reached a record high of 273 transactions year-to-date, surpassing 2024’s previous annual record with two more months to add to that number, according to DeVoe & Company.  According to the investment bank and consultancy, lower borrowing costs following rate cuts in late 2024 have been a key driver of this record-breaking act ...

NEW YORK, Oct. 28, 2025 (GLOBE NEWSWIRE) -- Silvercrest Asset Management Group Inc. (NASDAQ: SAMG) announced today it will host a teleconference at 8:30 am Eastern Time on October 31, 2025, to discuss the company’s financial results for the third quarter ended September 30, 2025. A news release containing the results will be issued before the open of the U.S. equity markets and will be available on http://ir.silvercrestgroup.com/.Chairman, Chief Executive Officer and President Richard R. Hough III and Chief ...

合作概述 - 公司宣布与Keystone学校建立持续合作伙伴关系，旨在应对全球范围内的民主倒退现象 [1] - 此次合作标志着公司以培养年轻人在全球经济中取得成功为中心，开启与Keystone学校的长期关系 [4] 财务承诺与资金用途 - 合作以向Keystone学校获奖的模拟联合国项目捐赠1万美元启动，并包含一项多年期总额5万美元的承诺 [2] - 该笔赠款将用于扩大模拟联合国项目的参与范围，包括为弱势学生群体提供资源、邀请国际事务领域的客座讲师以及支持参加地区和国家级竞赛 [2] 合作背景与战略动机 - 公司首席执行官引用 Democracy Without Borders 的报告指出，全球民主已连续第九年出现倒退 [3] - 公司相信政府政策是变革的先导，支持模拟联合国项目是为了培养学生应对复杂全球挑战的能力，并重振对作为创新和增长引擎的自由市场的信心 [3] 合作方项目实力 - Keystone学校的模拟联合国项目已在当地和州级会议上获得众多奖项，去年有学生代表团参加了在纽约联合国总部举行的全国会议 [3] - 目前该校超过三分之一的高中部学生参与此俱乐部，反映出学校对全球意识和公民参与的重视 [3] 公司信息 - 公司是一家总部位于德克萨斯州圣安东尼奥的注册投资顾问，专注于全球利基市场，拥有超过50年的历史 [5] - 公司为美国全球投资者基金和美国全球ETF提供投资顾问及其他服务 [5] 合作方信息 - Keystone学校成立于1948年，提供从学前到12年级的加速课程，强调学术卓越、全球公民意识和个人成长 [6] - 该校近100%的毕业生进入被《美国新闻与世界报道》列为前100名的国家级大学、文理学院或全球性院校 [6]

San Antonio, TX, Oct. 28, 2025 (GLOBE NEWSWIRE) -- U.S. Global Investors, Inc. (“the Company”), a San Antonio-based registered investment adviser known for it focus on niche markets around the world, is proud to announce an ongoing partnership with Keystone School, the city’s top-rated, private college preparatory institution, in an effort to address the democratic backsliding that appears to be happening around the globe. The partnership kicks off with a $10,000 donation to Keystone’s award-winning Model U ...

But for many of the financial advisors who fled, or are fleeing, the sprawling layers of management and bureaucracy prevalent in traditional brokerage houses, the biggest RIA complexes are now casting similar shadows. Ed Swenson, president of RFG Advisory, said as independent advisory firms continue to grow, there is a “second generation” of breakaway advisors.That’s also true in terms of growth rates over the past 10 years, with hybrid RIAs increasing assets at an annualized rate of 12.2%, more than indepe ...

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. It was service expansion via acquisition this week for two registered investment advisors. First, Prime Capital Financial announced the purchase of a Texas-based tax advisory firm to launch a Prime Capital Tax Advisory division. Then, VestGen Wealth Partners launched a retirement plan advice division bolstered by acquiring a former Osaic team specializing in the space. For others, the deals were ...