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Advisory M&A News – 9/23/25

OneDigital gets strategic investment from Stone Point Capital and CPP Investments; Mai Capital Management acquires J.W. Coons Advisors; Uniting Wealth Partners gains two advisers; and more.

Advisory M&A News – 9/16/25

Cetera forms partnership with Alma Bank; Waverly Advisors acquires Brass Tax Wealth Management; Moneta forms partnership with Lane Hipple; and more.