Advisory M&A News – 7/8/24
Aquiline Capital acquires majority stake in Isio Group; Countiss Wealth Management debuts; Wealth Enhancement Group adds Starfox Financial Services.
Tag: mergers and acquisitions
Chime Acquires Savings Benefits Startup Salt Labs
The Salt Lab team, led by benefits entrepreneur Jason Lee, and the firm’s offering will become a part of Chime.
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 – 5/20/24
Blue Ridge Associates acquires TSC 401K; Alerus Financial Corporation and HMN Financial announce strategic transaction; Bluespring Wealth Partners acquires KDI...
Advisory M&A News – 4/8/24
Sequoia Financial Group acquires Houston-based AltruVista; Evermay Wealth Management announces acquisition of Insight Wealth Management; RIA EP Wealth Advisors adds...
Advisory M&A News – 3/18/24
Savvy Advisors adds principal wealth managers; Merit Financial Advisors partners with Viren and Associates.
Advisory M&A News – 3/11/24
Bluespring Wealth announces merger of Retirement Wealth Specialists and Security Financial Management; Moneta acquires Juniper Wealth Advisors; Integrated Partners adds...
Advisory M&A News – 1/22/24
Dynasty Network adds Steadmont Advisors; MAI Capital Management acquires Traverso Chambers Private Wealth Management; Stofan Agazzi Investments joins Stifel Independent...
CAPTRUST Announces 1st Wealth Acquisition of 2024
The deal comes as Echelon names CAPTRUST among the biggest acquirers of 2023.
Advisory M&A News – 1/16/24
BlackRock ramps up alts exposure with GIP acquisition; SageView Advisory Group acquires Palmer Retirement Consulting; Financial Advisers launches Avise Financial.
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...
Edelman Financial Engines Acquires New England Pension Plan Systems
The acquisition is the 2nd with retirement plan business in the last month and brings $1.5 billion in assets under...
Advisory M&A News – 12/11/23
Hub acquires Longbow Financial Services and JRP Financial Services; CAPTRUST adds Trutina Financial; Mercer Advisors announces acquisition of Paragon Wealth...
Edelman Financial Engines Acquires PRW Wealth Management
The firm is looking to sync its growing wealth management footprint to retirement managed account offerings, according to its CFO.
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...
Advisory M&A News – 10/23/23
Mercer acquires Kingfisher Capital; Sequoia to add M Capital Advisors; Charles Drew Group joins UBS.
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.
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.
NFP Acquires Divergent Wealth Advisors
The deal expands NFP’s wealth management and retirement capabilities, while broadening its reach in the Western U.S.
DeVoe: Advisory Dealmaking Outpacing Last Year’s Q3
The uptick comes as RIA M&A activity experienced a slowdown for the previous 12 months.