July 7, 2014

Triad Advisors Adds Wagner Wealth Management

On July 1, 2014, Triad Advisors, Inc. announced that South Carolina-based Wagner Wealth Management had transitioned to the Triad Advisors platform.

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July 7, 2014

Old Mutual Acquires Intrinsic Financial Services

On July 1, 2014, Old Mutual plc announced the completion of its acquisition of Intrinsic Financial Services, a network of financial advisers in the United Kingdom.

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July 7, 2014

Amlin to Increase its Stake in Leadenhall Capital Partners

On July 7, 2014, Artemis reported that Amlin plc had announced an agreement in principle to increase its stake in Leadenhall Capital Partners to 75%.

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