Tag: M&A

Advisory M&A

Cetera Financial Group broke adviser recruiting record in 2022; Advisor Group added 1,800 advisers representing $84.2B in client assets in...

Advisory M&A

OneDigital acquires third property-and-casualty business in past two months; Ubiquity and DriveWealth bring fractional share trading to small business 401(k)s;...

Adviser Product Partnerships

Broadridge re-ups with IGM for broker wealth platform; Reverence Capital selects CAIS Channel for alt offerings; $25B RIA Sanctuary extends...

Advisory M&A

Hub adds four firms in 2023; Fidelity buys equity management firm; CAPTRUST acquires $2.3B advisory in Nashville; and more.

Advisory M&A

Alera buys Ascent Group, adds $2.8B in AUM; Heffernan snags Utah-based insurer; Marsh McLennan acquires HMS Insurance Associates; and more.

Adviser Product Partnerships

Lincoln Financial expands employer wellness offers to student debt management; Docupace brings new productivity toolkit for advisers; digital bank Green...