Deals & People June 10th, 2024 Advisory M&A News – 6/10/24 Blue Ridge Associates acquires Tax Sheltered Corporation; Generational Wealth Partners returns to Ameriprise Financial; Kin Wealth joins Commonwealth; and more.
Deals & People April 15th, 2024 Advisory M&A News – 4/15/24 Modern Wealth Management appoints Del Col to head advisory services; Waverly Advisors acquires McShane Partners; Chairez joins Ameriprise.
Deals & People March 4th, 2024 Advisory M&A News – 3/4/24 PCS Retirement announces investment from Lee Equity Partners; Guthrie Rouner Group joins Ameriprise Financial; Robertson Stephens Wealth Management acquires the...
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...