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.
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.
December 6, 2021
Mariner Wealth to Acquire Savant Investment
On November 18, 2021, Mariner Wealth Advisors announced it will acquire Savant Investment Group, LLC.
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.
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.
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.
December 2, 2021
Wipfli To Acquire Redwood
On November 18, 2021, Wipfli Financial Advisors, LLC announced that it will acquire Redwood Wealth Management, LLC.
December 1, 2021
Lockton to Partner with Creative Planning
On November 11, 2021, Lockton Companies Inc. and Creative Planning, LLC announced their partnership.
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.
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.