Entries by Mark G.

Another Merrill Lynch Team Heads to Sanctuary Wealth Management

FINANCIAL ADVISOR IQ Another Merrill Lynch Team Heads to Sanctuary Wealth Management October 2, 2018 By Alex Padalka RIA hybrid Sanctuary Wealth Management has acquired an advice practice established by two former Merrill Lynch brokers, according to a press release from Sanctuary. RiceBarrett Family Wealth, founded by Martin Rice and Beau Barrett, is based out of Indianapolis and serves families nationwide, overseeing $240 […]

Sanctuary Wealth rolls out red carpet for breakaway brokers

INVESTMENTNEWS Sanctuary Wealth rolls out red carpet for breakaway brokers Five deals in five months lift fledgling hybrid RIA to $5.5 billion Oct 1, 2018 By Jeff Benjamin Sanctuary Wealth has signed its fifth advisory team in as many months, bringing its total assets under to management to $5.5 billion. The Indianapolis-based hybrid RIA announced Monday […]

PRESS RELEASE: Sanctuary Wealth Adds Additional Select Advisory Team, Indianapolis-Based RiceBarrett Family Wealth, to Its Elite Roster of Independent Advisors

For Immediate Release: Sanctuary Wealth Adds Additional Select Advisory Team, Indianapolis-Based RiceBarrett Family Wealth, to Its Elite Roster of Independent Advisors Sanctuary Expands Its Presence in Serving Multi-Generational Families INDIANAPOLIS, IN, October 1, 2018 – Sanctuary Wealth (“Sanctuary”) has announced the addition of another elite advisory firm to its rapidly growing network. RiceBarrett Family Wealth […]

Respected Leader and Top Financial Advisors Join Forces to Launch Sanctuary Wealth, a New Independent Model for Top Advisory Teams

May 17, 2018 INDIANAPOLIS — (BUSINESS WIRE) — May 17, 2018 — Jim Dickson, one of the most admired and successful leaders in the financial advisory industry, has announced the launch of Sanctuary Wealth, a new division of 110-year-old Noyes Group, LLC. Sanctuary, established as a compelling alternative to the traditional independent RIA model, offers […]

Sanctuary Wealth Snaps Up Winthrop Capital Management

PRIVATE BANKER INTERNATIONAL Sanctuary Wealth snaps up Winthrop Capital Management Sanctuary Wealth, part of Noyes Group, has acquired Indianapolis-based investment advisor Winthrop Capital Management. Winthrop Capital Management was founded in 2007 by Greg Hahn and is currently said to have nearly $1bn in assets under management (AUM). It offers management services of model portfolios, equity, […]