Fischer & Company will merge with Stralem & Company. Raymond James plans to acquire Financo. RightCapital integrates with LPL`s ClientWorks program. Docupace announced a new relationship with Ameritas. PAi’s retirement plan offering is to include a Pooled Employer Plan. Fusion Financial Partners launched Fusion Black Ops™. Taxdoo raised $21 million in a Series A. Landbay has attracted more than £5m of funding. Vise closed $45 million in a Series B funding round. Anna Caponsacco joined Magnus Financial Group LLC as Vice President of Investment Operations.
Hightower announced it has facilitated an M&A transaction for one of its advisory businesses, Fischer & Company. Fischer & Company will merge with Stralem & Company, a 54-year-old wealth management firm in New York, to create the newly combined Hightower advisory business, Fischer Stralem Advisors.
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Raymond James announced plans to acquire Financo, a boutique investment bank specializing in the consumer and retail sectors.
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PAi’s retirement plan offering will soon include a Pooled Employer Plan (PEP), with PAi Trust Company, Inc. serving as the plan’s Pooled Plan Provider and Wilshire as the plan’s investment fiduciary.
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RightCapital integrates with LPL`s ClientWorks program. Previously listed on the IBD’s preferred vendor list, RightCapital now joins other planning tools available through the LPL platform.
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Fusion Financial Partners has launched Fusion Black Ops™, a confidential RIA launch services program designed to support breakaway advisor teams on their transition to independence.
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Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, announces a new relationship with Ameritas, a Lincoln, Nebraska-based insurance, employee benefits and financial services company to digitally enhance its back office operations and deliver across-the-board efficiencies for its affiliated financial professionals.
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Taxdoo, the provider of an automated tax compliance platform for ecommerce sellers, has raised $21 million in a Series A led by Accel.
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Magnus Financial Group LLC announced that Anna Caponsacco has joined the firm as Vice President of Investment Operations.
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Landbay has attracted more than £5m of funding from a mix of institutional and high-net worth investors and existing crowdfunding shareholders.
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Vise, the all-in-one AI-powered investment management platform for independent advisory practices to build and manage portfolios, announced the close of its $45 million Series B funding round, bringing the total capital raised since Vise’s founding to over $60 million.
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