Tag: Advisor Group

Advisory M&A

CAPTRUST Financial Advisors acquires Aevitas Wealth Management; Heffernan Financial Services expands with Ascendant Financial Solutions; Commonwealth Financial Network adds Pinnacle Private Wealth; and more.

Adviser Product Partnerships

SMArtX adds 25 strategies to unified managed accounts platform, including from Fidelity and Nuveen; Goalsetter partners with Envestnet; Holistiplan tax planning technology now available to Advisor Group; and more.