Advisory M&A News – 1/8/24
Hub International acquires BLS Wealth Management and Gottschling advisories; Mercer Advisors adds Transitions Wealth Management; HANYS Benefit Services rebrands as...
Tag: Mercer Advisors
Advisory M&A News – 11/6/23
Hub acquires Renaissance Benefit Advisors Group and Franklin Financial Group; CAPTRUST adds Normann Financial; and Mercer Advisors snags Singh Advisory.
Advisory M&A
Hub International acquires Golden Corner Wealth Advisors; Marsh McLennan Agency adds Integrity HR Inc.; Day & Ennis joins Mercer Advisors;...
Cetera Holdings Acquires Retirement Planning Group
The parent of the Cetera Financial broker/dealer network adds $1.4B RIA; meanwhile, another PE-backed advisory, Mercer Advisors, gets new backing...
Advisory M&A
Atria Wealth brings on team from Flagstar; Mercer Advisors acquires RMR Wealth Advisors; BG Group joins UBS; and more.