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Allworth has entered into a definitive agreement to acquire Pathways Financial Partners of Tucson, Arizona. With roughly $158 million in assets under management, Pathways becomes Allworth’s third partnership in the Southwest United States and increases Allworth’s total assets under management to over $9.5 billion. Read More
Investment funds affiliated with Lightyear Capital LLC (“Lightyear”), a New York-based private equity firm focused on financial services, and Ontario Teachers’ Pension Plan Board (“Ontario Teachers’”), Canada’s largest single-profession pension plan, announced today that they have agreed to acquire wealth management firm Allworth Financial (“Allworth” or the “Company”) from private equity funds managed by Parthenon Capital Partners (“Parthenon”). Read More
During this thought-provoking webinar, the founders of $9B RIA Allworth Financial, share their view on M&A activity after having completed 9 transactions over the last three years. Read More
