Deals & People March 18th, 2024 Advisory M&A News – 3/18/24 Savvy Advisors adds principal wealth managers; Merit Financial Advisors partners with Viren and Associates.
Deals & People March 11th, 2024 Advisory M&A News – 3/11/24 Bluespring Wealth announces merger of Retirement Wealth Specialists and Security Financial Management; Moneta acquires Juniper Wealth Advisors; Integrated Partners adds...
Deals & People January 22nd, 2024 Advisory M&A News – 1/22/24 Dynasty Network adds Steadmont Advisors; MAI Capital Management acquires Traverso Chambers Private Wealth Management; Stofan Agazzi Investments joins Stifel Independent...
Deals & People January 18th, 2024 CAPTRUST Announces 1st Wealth Acquisition of 2024 The deal comes as Echelon names CAPTRUST among the biggest acquirers of 2023.
Deals & People January 16th, 2024 Advisory M&A News – 1/16/24 BlackRock ramps up alts exposure with GIP acquisition; SageView Advisory Group acquires Palmer Retirement Consulting; Financial Advisers launches Avise Financial.
December 26th, 2023 Advisory M&A News – 12/26/23 Wealth Enhancement Group acquires Asset Management Resources; Millennium Trust acquires Maestro Health’s consumer directed benefits business; Kestra Private Wealth Services...
Deals & People December 14th, 2023 Edelman Financial Engines Acquires New England Pension Plan Systems The acquisition is the 2nd with retirement plan business in the last month and brings $1.5 billion in assets under...
Deals & People December 11th, 2023 Advisory M&A News – 12/11/23 Hub acquires Longbow Financial Services and JRP Financial Services; CAPTRUST adds Trutina Financial; Mercer Advisors announces acquisition of Paragon Wealth...
Deals & People November 16th, 2023 Edelman Financial Engines Acquires PRW Wealth Management The firm is looking to sync its growing wealth management footprint to retirement managed account offerings, according to its CFO.
Deals & People November 13th, 2023 Advisory M&A News – 11/13/23 Hub International adds Renaissance Benefit Advisors; Wealth Enhancement Group acquires Retirement Advisory Group; Hightower announces strategic investment in Resource Consulting...
Deals & People October 23rd, 2023 Advisory M&A News – 10/23/23 Mercer acquires Kingfisher Capital; Sequoia to add M Capital Advisors; Charles Drew Group joins UBS.
Deals & People October 9th, 2023 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.
Deals & People September 25th, 2023 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.
September 22nd, 2023 NFP Acquires Divergent Wealth Advisors The deal expands NFP’s wealth management and retirement capabilities, while broadening its reach in the Western U.S.
Client Service September 20th, 2023 DeVoe: Advisory Dealmaking Outpacing Last Year’s Q3 The uptick comes as RIA M&A activity experienced a slowdown for the previous 12 months.
Deals & People September 18th, 2023 Advisory M&A Crabbe joins Cetera Advisor Networks; Integrity acquires Invictus Marketing Solutions; R&R Wealth Management selects Commonwealth; and more.
Deals & People September 5th, 2023 Advisory M&A Pensionmark adds RIA Financial Solutions; First Trust acquires Gyroscope; Atria announces purchase of Grove Point; and more.
Deals & People July 13th, 2023 CAPTRUST Expands Presence in South Acquisition of Southern Wealth Management brings managing partner Dick Jones and 62 colleagues to CAPTRUST.
Deals & People July 10th, 2023 Advisory M&A Hub International acquires Golden Corner Wealth Advisors; Marsh McLennan Agency adds Integrity HR Inc.; Day & Ennis joins Mercer Advisors;...
Data & Research July 10th, 2023 Wealth Management M&A Dips Slightly in Q2 The second quarter decline mimics similar drops in 2020 and 2022, even as the industry went on to strong dealmaking...