Deals & People

Creative Planning adds Burt Wealth Advisors; Sequoia Financial Group expands in California with Sterling Financial Group; Waverly Advisors buys business...

Thoughts from Erik Daley, with Multnomah Group.

Wells Fargo adviser team joins Ameriprise Financial; 2 Chicago advisers join Cetera Financial; Cetera acquires 2 former LPL advisers; and...

Thoughts from Bill Sobers, with Bahbah Sobers Wealth Management, a UBS Financial Services company.

Mesirow appoints Nitay Laor as director of strategic growth and acquisitions; Wells Fargo taps Tim Froehlich as head of investment...

Thoughts from Douglas Stalter, with Oswald Financial.

LPL Financial takes minority ownership of Private Advisor Group; Beacon Pointe acquires Hemington Wealth Management; Mai acquires Court Place Advisors;...

The move brings in-house some investment management services previously outsourced to flexPATH.

FIM Partners to Acquire Loomis Sayles Global EM Equities TeamAsset manager FIM Partners has agreed to acquire the global emerging markets equities investment team...

Wealthspire to acquire RoundAngle Advisors; OneDigital acquires Signature Wealth Management Group; Arete Wealth partners with Pontera; and more.

The acquisition adds more than $4 billion in assets under management to United Capital, an affiliate of Creative Planning.

The 30-year industry veteran will lead Modern Wealth’s national mergers-and-acquisitions strategy.

Stockholders of the Charlotte, North Carolina-based insurance company will receive $70 per share in an all-cash transaction valued at approximately...

Perennial Financial Services names chief growth officer; NFP appoints national practice leaders for retirement and wealth; Financial Planning Standards Board...

The wealth and retirement platform, which combines 5 NFP Corp. entities, has more than $580 billion in assets under management...

Alerus Financial expands relationship with Osaic’s institutional channel; Bluespring Wealth Partners acquires Signature Wealth; Mai Capital Management acquires Evoke Advisors;...

Venable adds Jennifer Campbell to private wealth planning group; Lincoln Financial appoints John Morriss as EVP, CIO; FSI names Andrew...

Keaton & Sams enters partnership with Concurrent; Ascend joins Kestra Private Wealth Services’ platform; Gallagher Financial and Legacy Investments become...

Janus Henderson’s board of directors will appoint a special committee to consider the nonbinding takeover offer, which values the company...

Stifel Financial’s independent broker/dealer and registered investment advisory firm has more than 110 advisers with approximately $9 billion in assets...