National Financial Partners Wealth Management Newsletter
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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 …
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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.”
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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 …