The latest mergers, acquisitions and other corporate actions in the wealth management sector.

Integrated Partners
Integrated Partners has added Albritton Financial Services, a second-generation, family-run firm bringing more than $100 million in client assets to its platform.

Led by husband-and-wife team Neal and Allyn Albritton, the firm was founded in 1996 by Neal’s father. Based in Creve Coeur, Missouri, it serves business owners and high net worth families. The team also includes servicing advisor, Eric Beeler, and relationship manager Jennifer Lederman. 

Integrated said the firm joined to support the next phase of Albritton’s growth.

Albritton is the third firm to join Integrated in 2025, following Retirement DNA – a $1 billion advisory firm – in January, and Michigan-based Prout Financial Design in February.

RBC Wealth Management
RBC Wealth Management US has just bolstered it’s presence in Austin, with the addition of The MK Group to its Austin branch. The team comes from Merrill Private Wealth Management with nearly $500 million in assets under management.

The MK Group includes Nancy McDonald (pictured left), senior vice president – financial advisor, private wealth advisor; Jason Khawaja, senior vice president – financial advisor, private wealth advisor (pictured centre) and Alexandria Hardcastle, senior client associate (pictured right).

“We were drawn to RBC because of its focus on supporting and enhancing the client-advisor relationship,” said Khawaja. “We are excited to tap the resources and capabilities at RBC and to have the autonomy to run our practice in ways that will benefit our clients who have complex wealth planning needs.”

Khawaja and McDonald have worked together for more than 13 years and bring deep expertise to support high net worth clients. Khawaja is skilled at portfolio management, institutional investing and asset management. McDonald, a former practicing attorney, focuses on wealth structuring, credit and lending facilities, philanthropy and legacy/tax considerations.

“We were searching for a firm that values our varied skillsets and will allow us to give our clients the attention they deserve,” McDonald added. “Leadership at RBC has been very accessible, open to our ideas and is supportive of how we run our business.”