Wealthspire Forms 350-Member Consulting Division, Wealthspire Institutional
Mike Goss will serve as both chief revenue officer of Wealthspire and president of Wealthspire Institutional.
Tag: Wealthspire
Wealthspire Names 9 Executives
Among the new appointments joining the previously announced CEO and president are Mike Goss and Brad Long of Fiducient Advisors.
Wealthspire Combines 5 Businesses Under Single Platform
The wealth and retirement platform, which combines 5 NFP Corp. entities, has more than $580 billion in assets under management...
Wealthspire Starts ‘Find Your People’ Development Program for Advisers
The initiative offers workshops about financial advisers’ business practices, mentorship and skills training.
Madison Dearborn Buys NFP’s Wealth Business From Aon for $2.7B
The acquired businesses, expected to operate as one group moving forward, include Fiducient Advisors, Newport Private Wealth and Wealthspire Advisors.
Product Partnerships – 11/8/23
Pontera, Wealthspire expand 401(k) capabilities; Snappy Kraken marketing system now available for LPL Financial Advisors; Valley Bank partners with FusionIQ...
Advisory M&A News – 10/2/23
DPL Financial Partners acquires AnnuityFix; Wealthspire Advisors to acquire GM Advisory Group; Carson Group adds FAI Wealth Management; and more.