Tag: UBS

Advisory M&A News – 12/4/23

Creative Planning announces acquisition of Daniels + Tansey; Perigon Wealth Management welcomes Wealth Advisors Inc.; Advisers Medelberg and Koziatek join...

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.

Advisory M&A

Cetera seals Securian deal with 91% retention; Sequoia adds wealth manager with practice area focused on clients with special needs;...

Advisory M&A

Atria Wealth brings on team from Flagstar; Mercer Advisors acquires RMR Wealth Advisors; BG Group joins UBS; and more.