Summit Financial, a Parsippany, N.J.-based registered investment advisor backed by Merchant Investment Management, has taken minority stakes in Parsons Broach Financial Services, a Montgomery, Ala. firm with more than $250 million in client assets, and Grandview Square Financial, an Edina,…
REAL ESTATE GUIDES
Moving can be stressful no matter where you live, but Winnipeg’s weather adds a whole new layer to the challenge. From heavy snowfalls to sweltering heat, picking the wrong time can lead to delays, damage, or unexpected costs. That’s why…
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Lido Advisors has sold a stake to HPS Investment Partners, which joins prior investor Charlesbank Capital Partners in fueling Lido’s…
REAL ESTATE INVESTING
Caprock, a $13 billion multi-family office registered investment advisor, is pushing to expand its acquisition and recruiting efforts by hiring Frank Giuliano to a new position as head of corporate development.Giuliano joins Caprock in Boise,…
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