Aligned has $10B in assets and over 200 advisors
The U.S. firm specializes in fixed index annuities
The family office firm recently announced a deal with Sagard Holdings
Spending promises could lead to higher taxes, experts warn
The transaction is expected to close within 30 days
He'll be responsible for the firm's wealthiest clients
The recent uptick in small advisory firms reflects several factors affecting the Canadian wealth business
Kevin Sullivan will support the revised terms and withdraw a slate of proposed directors
The deal is the first direct equity investment in a regional or local operation for Assante
Robo assets under administration increased this year, and B2B demand is growing