Journey Strategic Wealth Adds $825M in AUM in Double Deal

Published on October 15, 2024

The RIA partnership has acquired a solo practice in Colorado Springs and hired a veteran advisor from Charles Schwab with a combined $825 million in assets.

Continue reading on website
Other news

Merrill Earnings Highlight Size of New Clients, Not Quantity

October 15, 2024
In the third quarter, the wirehouse doubled the number of net new clients with $10 million or more in assets from a year ago.

Apollo Launches 2 Secondaries Products for Private Wealth Channel

October 15, 2024
The products will include a tender offer fund open to U.S. accredited investors.