You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. United Capital Secures Third Deal of 2025 United Capital Financial Advisors, a subsidiary of registered investment advisor Creative Planning, has acquired a $240 million wealth manager in Leawood, Kan. United Capital, which is based in Irving, Texas, announced the deal to acquire Groebl Brothers, which was founded by Joe Groebl and in 2010 and includes his brother Tim. The duo had been with bro ...

Wealth Enhancement is set to acquire AEGIS Financial, an independent registered investment adviser (RIA) operating in Oshkosh, Milwaukee, and Appleton in the US state of Wisconsin. AEGIS Financial’s team, consisting of five advisers and 10 support staff, manages client assets exceeding $468m. It is spearheaded by president William Bowman. The company offers a range of services, including financial planning, retirement, estate planning, wealth transfer, tax mitigation, and investment strategy. AEGIS Fin ...

Wealth Enhancement has acquired Spectrum Wealth Management, an independent registered investment adviser (RIA) based in Irvine, California, US, along with its affiliated certified public accounting firm Putman Group. The transaction will add a team comprising an adviser, 14 financial professionals, and five support staff into Wealth Enhancement, overseeing more than $182m in client assets. Spectrum Wealth Management founder and principal Benjamin Ross Putman leads this team alongside Sanaz Afshar, Josep ...

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Apollon Wealth Management, a Mount Pleasant, S.C.-based wealth management firm with more than $8.65 billion in assets under management, has agreed to acquire The Motley Fool’s wealth management division in a deal expected to close in 2026. Motley Fool Wealth Management has eight financial advisors and 15 other employees managing about $1.5 billion in client assets, according to its website. ...

Core Insights - Forvis Mazars has appointed ten new partners in its UK offices, reflecting an investment in workforce and talent development [1][6] - The new partners bring diverse expertise in audit, tax, and financial planning, enhancing the firm's service offerings [1][2] - The appointments are part of a strategy to strengthen various sectors, including Infrastructure, Energy, and Technology Assurance [1][4] Partner Appointments - Karishma Merchant will oversee the Infrastructure and Energy sector, bringing over 20 years of experience [1] - Josh Thorneycroft leads Debt Advisory, focusing on service expansion through recruitment and collaboration [2] - Paul Simmons is tasked with leading the financial planning team, specifically for the Private Client business in London [2] Sector Focus - Mark Saldua will lead regulatory liaison and internal quality monitoring, enhancing audit impairment services [2][3] - Robbie White heads the Data Analytics Hub, focusing on custom analytics and automation solutions [3] - Richard Tidball will lead corporate tax services with a national focus on restructuring and insolvency [3] Regional Developments - Tommy Cooke aims to grow the Milton Keynes audit practice, focusing on large and listed audits [4] - Simon Withington will spearhead Technology Assurance within the Consulting practice in Newcastle [4] - Sean Cockburn is set to expand the International Private Client business in Scotland, focusing on cross-border taxation [5] Leadership Statements - CEO James Gilbey emphasized the firm's commitment to talent development and delivering an unparalleled client experience [6]

Group 1 - The article discusses the considerations for individuals deciding whether to use a financial advisor or opt for less expensive alternatives like Vanguard, especially in the context of changing market conditions [1][2] - It emphasizes the importance of assessing the type of service needed, whether it is solely investment management or broader financial planning, which can influence the choice of advisor [3][4] - Financial planners offer a range of services beyond just investment management, including retirement income planning and tax planning, which can help clients achieve their financial goals [5][6][7] Group 2 - Retirement income planning involves strategies for managing withdrawals from various accounts to ensure reliable income streams during retirement [6] - Tax planning is highlighted as a critical service, where financial planners can assist clients in understanding tax implications and optimizing tax liabilities throughout their lives [7]