M and A
Deals Of The Day: The Latest In Wealth Industry M&A – Integrity, Perspective Wealth Planning
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Integrity, Perspective Wealth Planning
Integrity, which
distributes life and health insurance, and provides of wealth
management and retirement planning solutions, announced
yesterday that Perspective Wealth Planning has joined
Integrity.
Based in Pennsylvania, Perspective is led by Matthew Fox and Mike Tedeschi.
The financial details were not disclosed.
Integrity Wealth has more than $52 billion in assets under management and advisement.