December 31, 2020

Wealth Enhancement Group Acquires SVA Financial

On December 8, 2020, Wealth Enhancement Group announced that it is acquiring SVA Financial Group. Under the terms of the agreement, Wealth Enhancement Group (“WEG”) will acquire SVA Financial Group (“SVA”). Terms of the agreement were not disclosed. WEG, based in Minnesota, is an independent wealth management firm offering comprehensive…

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December 31, 2020

Walter Global Partners with LFIS Capital

On December 7, 2020, LFIS Capital and Walter Global Asset Management announced they are forming a new strategic partnership.

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December 28, 2020

Piper Sandler Companies Monthly Asset Management Report—November 2020

Piper Sandler Companies published its Monthly Asset Management Report for November 2020, which analyzes general industry information and transaction highlights. To read the report: please click here.

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December 28, 2020

CI Financial Prices $700 Million Notes Offering

On December 10, 2020, CI Financial Corp. announced the pricing of its underwritten public offering of $700 million of 3.200% notes.

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December 24, 2020

Raymond James to Acquire NWPS

On December 10, 2020, Raymond James Financial, Inc. announced an agreement to acquire NWPS Holdings, Inc. Under the terms of the agreement, Raymond James Financial, Inc. (“Raymond”) will acquire NWPS Holdings, Inc., doing business as NWPS and Northwest Plan Services (“NWPS”). The transaction is expected to close before December 31,…

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December 23, 2020

Bluespring Acquires Bedell Frazier

On December 8, 2020, Bluespring Wealth Partners announced it had acquired Bedell Frazier Investment Counselling.

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December 21, 2020

Raymond James to Acquire Northwest Plan Services

On December 10, 2020, Raymond James Financial, Inc. announced that it had entered into an agreement to acquire NWPS Holdings, Inc.

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December 21, 2020

Aberdeen Standard to Acquire Majority Interest in Tritax Management

On December 9, 2020, Aberdeen Standard Investments Ltd. announced that it will acquire a 60% interest in Tritax Management LLP.

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December 17, 2020

WH Ireland to Acquire Harpsden Wealth Management

On November 30, 2020, WH Ireland announced it entered into a conditional acquisition agreement to acquire the entire issued share capital of Harpsden Wealth Management Limited.

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December 14, 2020

Connectus Wealth Acquires Link Financial Services, Brady & Associates and the Westwood Group

On December 2, 2020, Connectus Wealth Advisors announced that it has acquired Link Financial Services Group, Brady & Associates and the Westwood Group.

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