Advisory M&A News – 10/23/23
Mercer acquires Kingfisher Capital; Sequoia to add M Capital Advisors; Charles Drew Group joins UBS.
Tag: Advisory M&A News
Advisory M&A News – 10/16/23
MarshBerry acquires IMAS Corporate Finance; Kestra Wealth Services adds McCullough; Wealth Enhancement Group expands by adding KCS Wealth Advisory.
Advisory M&A News – 10/9/23
Creative Planning acquires Kistler-Tiffany Advisors; Align Wealth Management joins Edelman Financial Engines; Coldstream Wealth Management merges with two firms.
Advisory M&A News – 10/2/23
DPL Financial Partners acquires AnnuityFix; Wealthspire Advisors to acquire GM Advisory Group; Carson Group adds FAI Wealth Management; and more.
Advisory M&A News – 9/25/23
Johnson Financial Group acquires Appleton Group; Bluespring Wealth Partners announces acquisition of Christopher Street Financial; Coutant Group joins UBS.