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The Top 25 Firm has acquired a Regional Leader, its first acquisition since Citrin's private equity backer changed from New Mountain Capital to Blackstone.
February 18
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The deal expands PE-funded Platform's footprint to Pennsylvania.
February 13
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Help clients create the ideal life for themselves first — and then work backward to help them get there financially.
February 13
Arrowroot Family Office -
The Top 10 Firm based in Chicago intends to acquire a firm based in Connecticut, marking its second acquisition this month, thanks to private equity funding.
February 11
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The Regional Leader has acquired Smith Kesler, a firm with four offices across the Carolinas, fueled by private equity funding.
February 11
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The estimate for the amount required for 65-year-old spouses is one of many from a study full of figures that advisers can use to highlight the value of HSAs.
February 11
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The estimate for the amount required for 65-year-old spouses is one of many from a study full of figures that financial advisors can use to highlight the value of HSAs.
February 10 -
Thomson Reuters announced plans to invest millions in tax and accounting solutions through its newly-launched $150 million venture fund.
February 10
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Trump told GOP lawmakers he wants to end the carried interest exemption used by private equity fund managers and venture capitalists around the country.
February 7
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The private equity-backed accounting firm added McGee, Hearne & Paiz in Cheyenne, Wyoming, to expand its Western geographic footprint.
February 5
