October 30, 2020

Allworth Acquires Pathways

On October 27, 2020, Allworth Financial announced an agreement to acquire Pathways Financial Partners.

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October 28, 2020

Fidelity Buys LGIM’s Personal Investing Business

On October 23, 2020, Legal & General Group plc announced it had agreed to sell a book of retail investment products to Fidelity International Ltd. from Legal & General Investment Management.

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October 26, 2020

Nesvold Capital Partners Announces Investment in Pure Financial Advisors

Nesvold Capital Partners Announces Investment in Pure Financial Advisors On October 19, 2020, Nesvold Capital Partners LLC announced that it has made a minority, strategic investment in Pure Financial Advisors, Inc. Pursuant to transaction, Nesvold Capital Partners LLC (“NCP”) has made a minority, strategic investment in Pure Financial Advisors, Inc.

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October 26, 2020

Cambridge Acquires FCG Advisors

On September 30, 2020, Cambridge Investment Research Inc. announced that it had acquired FCG Advisors, LLC. Pursuant to the transaction, Cambridge Investment Research Inc. (“Cambridge”) has acquired FCG Advisors, LLC (“FCG”). Founder and Managing Director of FCG, John Combias, will continue to lead FCG, which will operate as a separate…

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October 26, 2020

Momentum Global to Acquire Seneca Investment Managers

On October 13, 2020, Momentum Global Investment Management Limited announced that it has entered into an agreement to acquire Seneca Investment Managers Limited.

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October 23, 2020

Onex to Make Majority Investment in OneDigital

On October 8, 2020, Onex Corporation announced it had agreed to make a majority investment in OneDigital.

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October 22, 2020

Hightower Acquires Stake in Hart

On October 20, 2020, Hightower Advisors LLC announced that it made a strategic investment in Hart Financial Group. Under the terms of the agreement, Hightower Advisors LLC (“Hightower”) made a strategic investment in Hart Financial Group (“Hart”). Terms of the agreement were not disclosed. Hightower, based in Illinois, is a…

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October 22, 2020

Lightyear and Ontario Teachers’ Acquire Allworth

On October 20, 2020, Lightyear Capital LLC and Ontario Teachers’ Pension Plan Board announced an agreement to acquire Allworth Financial. Under the terms of the agreement, Lightyear Capital LLC (“Lightyear”) and Ontario Teachers’ Pension Plan Board (“Ontario Teachers’”) will acquire Allworth Financial (“Allworth”) from private equity funds managed by Parthenon…

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October 21, 2020

Apella Capital Acquires Vestory

On October 13, 2020, Apella Capital, LLC announced an agreement to acquire Vestory.

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October 21, 2020

Brevan Howard Acquires Stake in One River

On October 13, 2020, it was announced that Brevan Howard acquired a minority stake in One River Asset Management.

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