Deals & People October 30th, 2023 Advisory M&A News – 10/30/23 CAPTRUST adds $1B wealth advisory in Indiana; NewEdge Advisers adds Florida-based adviser serving individuals and small businesses; Kestra builds up...
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 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 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 October 2nd, 2023 Advisory M&A News – 10/2/23 DPL Financial Partners acquires AnnuityFix; Wealthspire Advisors to acquire GM Advisory Group; Carson Group adds FAI Wealth Management; and more.
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.