Tag: Advisory M&A

The Retirement Planning Group acquires Dightman Capital Group; Marsh McLennan Agency to acquire Querbes & Nelson and Louisiana Companies; and...

Bernstein Private Wealth Management expands ultra-high-net-worth platform; Cetera completes minority investment in Wilde Wealth Management Group; Wealth Enhancement Group announces...

Dynasty Network adds Steadmont Advisors; MAI Capital Management acquires Traverso Chambers Private Wealth Management; Stofan Agazzi Investments joins Stifel Independent...

Millennium Trust acquires NuView Trust Co.; Sage Advisory Services adds Kudu Investment Management; Atria Wealth Solutions welcomes OPOC.

Hub acquires Longbow Financial Services and JRP Financial Services; CAPTRUST adds Trutina Financial; Mercer Advisors announces acquisition of Paragon Wealth...

Hub International adds Renaissance Benefit Advisors; Wealth Enhancement Group acquires Retirement Advisory Group; Hightower announces strategic investment in Resource Consulting...

Crabbe joins Cetera Advisor Networks; Integrity acquires Invictus Marketing Solutions; R&R Wealth Management selects Commonwealth; and more. 

Pensionmark adds RIA Financial Solutions; First Trust acquires Gyroscope; Atria announces purchase of Grove Point; and more.

Hub International acquires Golden Corner Wealth Advisors; Marsh McLennan Agency adds Integrity HR Inc.; Day & Ennis joins Mercer Advisors;...

Modera Wealth Management announces acquisition of Parsec Financial; Modern Wealth Management acquires Barber Financial Group; and more.

USI expands its actuarial and retirement capabilities with the 68-person team of Hooker & Holcombe.

Charles Schwab acquires resource provider to family wealth firms; Voya completes acquisition of benefits administrator Benefitfocus; Franklin Templeton partners with...