January 24, 2020
Blucora Acquires HK Financial Services
On January 7, 2020, Blucora, Inc. announced an agreement to acquire HK Financial Services.
January 23, 2020
Kingswood to Acquire Chalice
On December 20, 2019, Kingswood Holdings Limited announced that it had agreed to acquire Chalice Wealth Advisors and Chalice Capital Partners.
January 23, 2020
Savant Capital Merges with Huber Financial Advisors
On January 8, 2020, Savant Capital Management announced an agreement to merge with Huber Financial Advisors.
January 17, 2020
CI Financial Acquires Majority Interest in One Capital Management
On December 23, 2019, CI Financial Corp. announced an agreement to acquire a majority interest in One Capital Management, LLC.
January 16, 2020
Carlyle Group to Acquire Harwood Wealth Management
On December 23, 2019, it was announced that the Carlyle Group will acquire Harwood Wealth Management.
January 15, 2020
Mattioli Woods Acquires The Turris Partnership
On December 20, 2019, Mattioli Woods plc announced an agreement to acquire The Turris Partnership Limited.
January 13, 2020
North Square Investments to Acquire C.S. McKee
On January 7, 2020, North Square Investments, LLC announced that it had entered into an agreement to acquire C.S. McKee, L.P.
January 10, 2020
Wealth Enhancement Group Acquires BPU Investment Management
On December 20, 2019, Wealth Enhancement Group announced an agreement to acquire BPU Investment Management.
January 9, 2020
Ladenburg Thalmann to Merge with Advisor Group
On November 11, 2019, Ladenburg Thalmann Financial Services Inc. and Advisor Group, Inc. announced that the companies had entered into a definitive merger agreement. Pursuant to the agreement, Advisor Group, Inc. (“Advisor Group”) will acquire Ladenburg Thalmann Financial Services Inc. (“Ladenburg”) through a cash merger. Each outstanding share of Ladenburg…
January 8, 2020
Pinnacle Partners with Coolabah Capital
Continue reading “Pinnacle Partners with Coolabah Capital”