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...
Tag: Hightower
Advisory M&A
Ameriprise adds 3 teams worth total of $1.1B in client assets; Mercer Advisors Snags Texas-based $680M wealth advisory; Cetera adds...
Advisory M&A
Four advisers join Capitol Financial Solutions; Advisor Group acquires Encore Financial Group; Hightower makes two strategic investments; and more.
Advisory M&A
Creative Planning acquires BerganKDV; Boston Hill Advisors joins Hightower; Kestra Private Wealth Services launches Destination Wealth Advisors.
Advisory M&A
Atria Wealth brings on team from Flagstar; Mercer Advisors acquires RMR Wealth Advisors; BG Group joins UBS; and more.
Advisory M&A
Hub International acquires Red Rock Financial; Hightower makes Strategic Investment in Ten Capital Wealth Advisors; Wealth Enhancement Group adds Heacock...
Hightower Advisory Fairport Wealth Names Matt Logar CEO
Fairport, which has acquired four advisories since joining Hightower in 2017, promotes Logar to succeed Ken Coleman.