S&P Global Inc. agreed to buy IHS Markit Ltd. for about $39 billion in stock. FMG Suite completed the acquisition of Twenty Over Ten. Laird Norton Wealth Management merged with Filament. FA Match announced a $1M pre-seed funding round. BNY Mellon Wealth Management appointed Dawn Guffey to Senior Director, Wealth Management. AlphaTrAI included Dan Kreuter and Erik Rannala in its Advisory Council. Nautica Wealth Advisors will be rejoining LPL from Cetera. Concord Wealth Partners added Daniel Thornton to its team of wealth advisors serving Virginia.
S&P Global Inc. has agreed to buy IHS Markit Ltd. for about $39 billion in stock, a deal that accelerates the wave of consolidation among the finance industry’s biggest data providers.
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FMG Suite, a SaaS company specializing in marketing software and services for financial advisors and insurance agents, announced it has completed the acquisition of Twenty Over Ten, a company delivering a SaaS-based digital marketing platform for financial professionals.
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Seattle-based Laird Norton Wealth Management, a registered investment advisory and subsidiary of the Laird Norton Company, announced it has merged with fellow Seattle firm Filament, to create a $6 billion RIA. Terms of the deal were not disclosed.
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BNY Mellon Wealth Management has announced the appointment of Dawn Guffey to Senior Director, Wealth Management, where she is responsible for managing portfolios as well as providing strategic planning and advice for ultra-high-net-worth-families and their private foundations. Based in Naples, Dawn reports to Market President, Barry McKenzie.
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AlphaTrAI, Inc. a venture-backed, technology-driven asset management firm, announced the expansion of its Advisory Council to include Dan Kreuter, Founding Partner of the Gladstone Group and Founder of DAK Associates, as well as Erik Rannala, Founder and Managing Partner of Mucker Capital, a leading venture capital firm.
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A San Diego–based firm whose advisors had previously been affiliated with LPL Financial is returning to partner with the independent broker/dealer. Nautica Wealth Advisors, which manages about $250 million in advisory and brokerage assets, will be rejoining LPL from Cetera.
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FA Match, the wealth management industry’s only data-driven solution for advisor recruiting, announced a $1M pre-seed funding round.
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In its mission to become its clients’ most valuable financial resource, Concord Wealth Partners, an Independent Registered Investment Advisory firm, has expanded its team of wealth advisors serving Virginia with the addition of Daniel Thornton – a financial advisor with over 20 years of experience specializing in holistic investment planning.
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