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Advisory M&A News – 7/22/24

Avantax adds Long Island-based S&P Financial Services; Blue Owl announces acquisition of Atalaya Capital Management’s business; CW Advisors acquires New...

Advisory M&A News – 7/15/24

Wealth Enhancement Group acquires Peak Financial Services and Rock House Financial; Dalton joins Cetera Advisor Networks, and Rally Wealth and...

Advisory M&A News – 6/3/24

Citizens adds Boston-based adviser team; SLK Private Wealth welcomes team with over $300 million in client assets; 5 business lines...

Advisory M&A News – 4/1/24

NFP acquires Get Medical Plans; UBS Financial Advisors announces formation of Stone Harbor Group; Wealth Enhancement Group adds Piermont Wealth...

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...