March 14, 2018

Investcorp Forms Strategic Partnership with Shoal Capital

On March 12, 2018, Investcorp announced its strategic partnership with Shoal Capital Management.

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March 12, 2018

Mercer Advisors Acquires Traust Sollus

On March 5, 2018, Mercer Advisors acquired Traust Sollus Wealth Management.

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March 8, 2018

Colony Group To Merger with Bridgewater Wealth and Blue Water

On January 8, 2018, The Colony Group announced mergers with Bridgewater Wealth & Financial Management, LLC and Blue Water Advisors, LLC.

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March 7, 2018

Mercer Advisors Acquires Murray & Co.

On January 9, 2018, Mercer Advisors announced its acquisition of Murray & Co.

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March 1, 2018

Apex to Acquire Warburg Businesses in Luxembourg

On January 8, 2018, Apex announced its acquisition of M.M. Warburg’s asset management and servicing business in Luxembourg.

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March 1, 2018

Hanson McClain Announces Merger with Simply Money

On January 4, 2018, Hanson McClain Advisors announced an agreement to merge with Simply Money Advisors.

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