Deals & People January 29th, 2024 Advisory M&A News – 1/29/24 Bernstein Private Wealth Management expands ultra-high-net-worth platform; Cetera completes minority investment in Wilde Wealth Management Group; Wealth Enhancement Group announces...
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 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 16th, 2023 Advisory M&A News – 10/16/23 MarshBerry acquires IMAS Corporate Finance; Kestra Wealth Services adds McCullough; Wealth Enhancement Group expands by adding KCS Wealth Advisory.
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;...
Deals & People May 15th, 2023 Advisory M&A CAPTRUST Financial Advisors acquires Aevitas Wealth Management; Heffernan Financial Services expands with Ascendant Financial Solutions; Commonwealth Financial Network adds Pinnacle...
Deals & People May 8th, 2023 Advisory M&A Hub International acquires Red Rock Financial; Hightower makes Strategic Investment in Ten Capital Wealth Advisors; Wealth Enhancement Group adds Heacock...