Overland Park-based Prime Capital Investment Advisors closed on two acquisitions in the past week, adding nearly $2 billion in assets, with two more acquisitions pending.
Prime Capital Acquires $1.75B Wealth Management Firm
Prime Capital Investment Advisors has acquired “substantially all” of the assets of wealth management firm Liberty Wealth Advisors.
PCIA acquires $1.75bn RIA
With 14 employees across nine states, Liberty Wealth’s embrace of remote work was a key differentiator for PCIA.
Retirement Industry People Moves
Prime Capital Partners with PFS to Enter Sioux Falls and South Dakota Markets
The Final Frontier in ‘Pensionizing’ 401k Plans Faces Similar Challenges from the Industry’s Past
Scott Colangelo explains how the retirement industry is working to bring innovative guaranteed income solutions to defined contribution plans
Prime Capital Investment Advisors Acquires Liberty Wealth Advisors
PCIA is pleased to announce that it has acquired substantially all of the assets of Liberty Wealth Advisors, a $1.75 billion wealth planning and investment management firm with clients in more than 45 states*.
Prime Capital Investment Partners With Professional Financial Services
PCIA, is pleased to announce their new partnership with Professional Financial Services. PCIA’s acquisition expands PCIA’s national footprint and adds $185 million in assets under management as of the end of October 2022.
Month-in-Review: November 2022
Take a look at what happened last month and what’s ahead in the market and economic environment. Check out the latest Month in Review.
How the crypto fallout could affect you
The crypto industry is still reeling from last week’s shocking death spiral of digital currency exchange FTX.
The SEC Marketing Rule Just Kicked In. Are FinancialAdvisors Ready?
As of Nov. 4th, financial advisors must comply with a long-awaited overhaul of the rules formarketing their businesses, ushering in a new era in the wealth management industry.