Deals & People

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...

Bluespring Wealth Partners adds 3 executives; Financial Planning Association appoints CEO; Envestnet names new CTO; and more.

Creative Planning acquires Financial Abundance; AlphaCore acquires SPC Financial; Prime Capital Financial adds tax advisory services; and more.

Nominations are now being accepted in six categories through January 9, 2026.

Rothschild Wealth Partners names Sean Kelly as vice chair; Investment Company Institute elects new chair; Kestra Holdings expands its leadership team; and more.

NorthRock acquires WGG Wealth Partners; Cetera’s network gains Pillar and a Commonwealth adviser; Beacon Pointe acquires Sensible Financial Planning; and...

The new division will facilitate defined contribution plans’ investments in private equity, real estate, private credit and private infrastructure.

Outgoing CEO Jay Shah will remain with EFE until year-end in an advisory capacity.

Upham has been with SageView since 1999, when the firm had less than $1 billion in AUA and 75 clients.