Janet Levaux

News Share & Print Wealth Enhancement Group says it is acquiring the Financial Advisory Group of Houston, an RIA with seven financial advisors and over $1.22 billion in client assets.

What You Need to Know The recognition program will accept nominations through July 17, with no cost to participate.

That was instrumental in helping me with issues like: Who do you use for 401(k) work? Who do you use for payroll? How does this work and that work? She was a huge help.

Submissions for individual nominees must include a professional headshot image. Submissions for organization nominees must include a high-resolution image of the company's logo.

In late May, Bloomberg reported that private equity firms Advent International and GTCR were reviewing a possible acquisition of Envestnet.

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As in 2021, 2022 and 2023, the program and its related coverage shine a spotlight on the quantitative and qualitative impacts that ThinkAdvisor LUMINARIES are making on the industry, for the advisors of today and tomorrow.

In 2023 , the opening panel discussion focused on tactics used by high-growth firms. Speakers included Sara Baker, chief planning and legal officer

“Recruiting activity remains strong, said CEO Paul Reilly, who plans to step down next year.

Advisory and brokerage assets rose 21% from a year ago, the independent broker-dealer reported.