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via manilatimes.netAsset Management

Ascentis Independent Advisors adds four teams with over $1 billion in assets

FROM THE WIRE · MANILATIMES.NET

Capital Waypoint, Citrus Wealth Management, IMPACT Financial Strategies and Rooted Wealth Management join from Raymond James Financial Services

Read at the source ↗
MARKET IMPACTNEUTRAL✦ News Impact agent estimateTone: expected bullishThe addition of four teams with $1 billion in assets is positive for Ascentis's growth in wealth management.AI-generated summary
✦ IN BRIEF · AIAI-generated summary
  1. 01Ascentis Independent Advisors added four advisor teams.
  2. 02The acquired teams manage over $1 billion in assets.
  3. 03The teams came from Raymond James Financial Services.

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