CAPTRUST Financial Advisors (CAPTRUST) today announced that Wealth Covenant Group (WCG) in Houston, TX has joined CAPTRUST.
The independent wealth titan's latest acquisition in Houston expands its Texas presence into a dozen locations.
Captrust Financial Advisors, the Raleigh, N.C.-headquartered registered investment advisor that recently surpassed $1 ...
CAPTRUST Financial Advisors announced that it has acquired Wealth Covenant Group, a Houston-based firm with $300 million in assets under management, according to a news release. Wealth Covenant Group ...
Stock analysts at StockNews.com initiated coverage on shares of Brookline Bancorp (NASDAQ:BRKL – Get Free Report) in a note issued to investors on Saturday. The firm set a “hold” rating on the bank’s ...
Barclays PLC bought a new stake in Motorcar Parts of America, Inc. (NASDAQ:MPAA – Free Report) during the 3rd quarter, ...
Large RPA “aggregator” firms — think CAPTRUST Financial Advisors, OneDigital Investment Advisors, and Hub International — ...
The Minneapolis-based aggregator announced its acquisition of Danison & Associates, an independent RIA based in Columbus, Ohio, with more than $82 million in client assets. The deal revealed Friday ...
The combination with Harrison Berkman Claypool & Guard and its RIA enhances Coldstream’s existing tax and consulting practice ...
Atlanta-based accounting and advisory firms Bennett Thrasher and Aprio have promoted multiple partners for 2025. Both ...