October 18, 2021
Sanctuary Wealth Acquires a Stake in InnoVise
On September 28, 2021, Sanctuary Wealth announced that it had acquired a stake in InnoVise Family Wealth Advisors.
October 18, 2021
CI Financial Acquires Portola
On September 30, 2021, CI Financial Corp. announced that it had acquired Portola Partners Group LLC.
October 18, 2021
Affiliated Managers Group to Acquire Majority Interest in Abacus
On September 28, 2021, Affiliated Managers Group, Inc. announced that it will acquire a majority interest in Abacus Capital Group, LLC.
October 15, 2021
Franklin Templeton to Acquire O’Shaughnessy Asset Management
On September 30, 2021, it was announced that Franklin Resources, Inc. d/b/a Franklin Templeton will acquire O’Shaughnessy Asset Management, LLC.
October 15, 2021
Integrity Marketing Group Acquires WealthFirm
On September 28, 2021, Integrity Marketing Group, LLC announced it has acquired WealthFirm.
October 15, 2021
GYL Financial Synergies to acquire Wechter Feldman
On August 23, 2021, it was announced that GYL Financial Synergies, L.L.C. will acquire Wechter Feldman Wealth Management, Inc.
October 14, 2021
Captrust Acquires Ellwood
On August 26, 2021, Captrust Financial Advisors, L.L.C. announced its acquisition of Ellwood Associates.
October 14, 2021
Coldstream Merges with Rosenbaum Financial
On September 22, 2021, Coldstream Wealth Management announced that it will merge with Rosenbaum Financial.
October 13, 2021
Bluespring Wealth Acquires Hedeker Wealth
On August 25, 2021, Bluespring Wealth Partners, LLC announced that it acquired Hedeker Wealth, LLC.
October 12, 2021
Mariner Wealth to Acquire Pinnacle Group
On September 9, 2021, Mariner Wealth Advisors, LLC announced that it will acquire The Pinnacle Group.