Lexington-based MCF Advisors has acquired Wealth Planning Corp. (“WPC”), a Cincinnati-based wealth management firm overseeing $617 million in assets under management.

Kestra's hybrid RIA platform also welcomed a veteran advisor from Goldman, while a second-generation planner makes his way to LPL and Private Advisor Group.

The acquisition involves J. Safra Sarasin Group acquiring approximately 71% of Saxo Bank, previously held by Geely Financials Denmark A/S, Mandatum Group and other minority shareholders. Kim Fournais ...

Raffles Family Office (RFO), the leading multi-family office, together with GoUpscale, a wealth management content engagement ...