Bringing you live news and features since 2006 

Argent Wealth Management and Pillar Financial Advisors to merge

RELATED TOPICS​

Argent Wealth Management and Pillar Financial Advisors have merged effective 1 November 2013.

The new firm, now known as Argent Wealth Management LLC, will manage a combined USD1.2bn in client assets and will continue to offer a full spectrum of investment, tax, financial and estate planning services.
 
The two firms will operate in their current locations until January 2014 when they will merge operations in Waltham, Massachusetts.
 
The fee-only firms have been providing independent investment and financial advisory services to high net worth individuals for over 20 years.
 
“The Argent/Pillar merger is a merger of two firms of roughly equal size in terms of assets, numbers of clients and staff. Both firms, which have always admired and respected one another, are thriving as separate entities,” says Argent president and founder David Duchesneau. “Our new company will be even better and deeper, with synergies and complementary strengths that exceed the stand-alone resources of the individual firms.”
 
“Combining our firms gives us the ability to grow while remaining a private company, with capabilities that are among the most sophisticated, comprehensive and respected in our industry,” says Pillar president William Baldwin (pictured). “That’s good for our business and our employees, and, most of all, the clients we serve.”

Latest News

Matteo Greco, Research Analyst at Fineqia International, writes that bitcoin (BTC) ended last week at approximately USD60,800, marking an 8.8..
Amundi reports that in the first six months of the year, European UCITS ETF inflows reached a record high of..
Morningstar has released its European ETF asset flow update for Q2 2024 which shows that the European ETF and ETC..
ETF issuer WisdomTree has announced that it has partnered with commission-free investing app Trading 212 to offer six ETF model..

Related Articles

Chris Lo, Columbia Threadneedle
In a recent insight on India by Columbia Threadneedle Investments, the firm reports that the country’s economic reforms, which aim...
With an election on the horizon in the United States a group of ETFs is poised to capture investments on...
Robot worker
Qraft Technologies, based in South Korea, specialises in the use of AI in security selection and portfolio construction....
Andrea Busi, Directa SIM
Romain Thomas talks to Andrea Busi (pictured), CEO of Directa SIM, who explains why the online trading platform has just...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by