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    • National Financial Partners Wealth Management

National Financial Partners Wealth Management Newsletter
  • Trent-Legacy Capital Split Goes to Court 07 Aug 2023 05:10 GMT

    … . Legacy Capital became an independent wealth management firm in March 2018. However … , business succession and insurance planning. Wealth management became part of the firm … , Legacy Capital was acquired by National Financial Partners of New York, which later …

  • NFP Acquires Canada’s Newport Private Wealth, Gaining $4.3B in Assets 01 Jul 2022 17:36 GMT

    National Financial Partners Corporation (NFP) announced that it has acquired the Toronto-based wealth management group … our focus of growing our wealth management business and delivering more solutions … expands NFP’s North American wealth management presence.”

  • Wealthspire To Acquire $1.5B StratWealth 02 Oct 2020 18:47 GMT

    … firms as Lake Country Wealth Management and Highline Wealth Management in 2015, and TriCapital … 2017). Last year, NFP Corp. (National Financial Partners Corp.), a national insurance brokerage …

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