Advisory M&A News – 7/29/24
Cetera adds Southshore Wealth Management to Summit Financial Networks; Waverly Advisors acquires River Capital Advisors; Brad Morgan joins Savvy Advisors.
Tag: Waverly Advisors
Advisory M&A News – 5/28/24
Waverly Advisors acquires Derbend Asset Management; Cetera adds partners at Wilde Wealth Management; Modern Wealth expands into 2 new locations.
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.
Advisory M&A
Four advisers join Capitol Financial Solutions; Advisor Group acquires Encore Financial Group; Hightower makes two strategic investments; and more.