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.

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October 18, 2021

CI Financial Acquires Portola

On September 30, 2021, CI Financial Corp. announced that it had acquired Portola Partners Group LLC.

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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.

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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.

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October 15, 2021

Integrity Marketing Group Acquires WealthFirm

On September 28, 2021, Integrity Marketing Group, LLC announced it has acquired WealthFirm.

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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.

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October 14, 2021

Captrust Acquires Ellwood

On August 26, 2021, Captrust Financial Advisors, L.L.C. announced its acquisition of Ellwood Associates.

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October 14, 2021

Coldstream Merges with Rosenbaum Financial

On September 22, 2021, Coldstream Wealth Management announced that it will merge with Rosenbaum Financial.

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October 13, 2021

Bluespring Wealth Acquires Hedeker Wealth

On August 25, 2021, Bluespring Wealth Partners, LLC announced that it acquired Hedeker Wealth, LLC.

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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.

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