Corient’s acquisition of New York-based Summit Trail gives it a bigger presence in the ultrahigh-net-worth marketplace.
Corient said it has agreed to buy Summit Trail Advisors, a New York-based registered investment advisor firm managing more than $21 billion in assets. The transaction gives Corient a top-ranked RIA and furthers its acquisition streak in the U.S. wealth management market.
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Sierra Ridge Advisor Group with Approximately $2.1 Billion in AUA Selects Cetera to Help Fuel its National Expansion
InCred recently welcomed three senior professionals from the competition, Avendus, to establish a dedicated platform aimed at…
Centralis Group Completes Acquisition of PINE Advisor Solutions, Expanding U.S. Fund Services Capabilities
Centricity will use this funding for strengthening tech stack, expanding distribution network and deepen market reach.
