Recent events
Recent events tied to this brand in public sources.
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2026
Sammons Financial Group launches Criterion wealth advisory holding company
Sammons Financial Group has launched Criterion, a new wealth advisory holding company that brings together its three registered investment advisors — Beacon Capital Management, NorthRock Partners and Wealthcare — with a combined $27 billion in assets under management or advisement. The three RIAs will maintain their brands and own ADVs while operating under the Criterion umbrella, which plans to centralize functions starting with finance, accounting, capital management and deal functions, and to pursue further roll-up and tuck-in acquisitions.
2026
Michael Mock appointed president of Criterion
Michael Mock, who was serving as president of Sammons Wealth Management Group, has been appointed president of Criterion, the new wealth advisory holding company launched by Sammons Financial Group.
2020
Criterion lowers prices on in-stock and upcoming releases
Criterion lowered the regular prices of all in-stock and upcoming releases, with the reductions effective immediately through April 30.