December 6, 2021

Cerity to Merge with Bingham, Osborne & Scarborough

On November 23, 2021, Cerity Partners announced that it had merged with Bingham, Osborn & Scarborough, LLC.

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December 6, 2021

Piper Sandler Companies Monthly Asset Management Report – October 2021

Piper Sandler Companies published its Monthly Asset Management Report for October 2021, which analyzes general industry information and transaction highlights. To read the report: please click here.

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December 6, 2021

Mariner Wealth to Acquire Savant Investment

On November 18, 2021, Mariner Wealth Advisors announced it will acquire Savant Investment Group, LLC.

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December 6, 2021

Warren Averett Partners With Wealth Partners Capital and HGGC

On November 18, 2021, Warren Averett Asset Management announced a definitive agreement to form a strategic partnership with Wealth Partners Capital Group.

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December 3, 2021

KKR Partners with Beacon Pointe

On November 15, 2021, Beacon Pointe Advisors, LLC announced a definitive agreement to receive an investment from KKR & Co. Inc.

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December 2, 2021

The Colony Group to Acquire Derby & Company

On November 22, 2021, The Colony Group, LLC announced that it will acquire Derby & Company, Inc.

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December 2, 2021

Wipfli To Acquire Redwood

On November 18, 2021, Wipfli Financial Advisors, LLC announced that it will acquire Redwood Wealth Management, LLC.

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December 1, 2021

Lockton to Partner with Creative Planning

On November 11, 2021, Lockton Companies Inc. and Creative Planning, LLC announced their partnership.

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November 29, 2021

Sequoia to Acquire NCA Financial Planners

On November 15, 2021, Sequoia Financial Group, LLC announced an agreement to acquire NCA Financial Planners.

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November 29, 2021

CI Financial to Acquire Gofen and Glossberg

On November 10, 2021, CI Financial Corp. announced it will acquire Gofen and Glossberg, LLC.

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