Other Sectors After baker’s dozen of acquisitions, hybrid RIA gets new PE backerLightyear Capital sold its majority stake in Wealth Enhancement Group to another wealth management industry entrant. July 31, 2019
Bankers & Advisors HD Vest’s parent to buy 1st Global in $180M bid for tax-focused dominanceShould advisor retention go as planned, Blucora's agreement to purchase the firm would boost its IBD headcount to 4,500 reps. March 19, 2019