February 26, 2021

Captrust Acquires Cammack Retirement

On February 16, 2021, Captrust Financial Advisors, LLC announced its acquisition of Cammack Retirement Group.

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February 25, 2021

Moneta Acquires Berry Group

On February 18, 2021, Moneta Group Investment Advisors, LLC announced that it has acquired The Berry Group, LLC.

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February 24, 2021

William Blair to Acquire Investment Counselors of Maryland

On February 10, 2021, William Blair Investment Management announced that it will acquire Investment Counselors of Maryland, LLC.

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February 24, 2021

Lane Brothers & Co. Joins Carson Partners Network

On February 11, 2021, Lane Brothers & Co. announced its decision to join Carson Partners’ network.

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February 22, 2021

EQT to Acquire Exeter

On January 26, 2021, EQT AB announced that it will acquire Exeter Property Group, LLC.

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February 22, 2021

Oxford Properties to Acquire M7 Real Estate

On January 26, 2021, Oxford Properties Group announced that it will acquire M7 Real Estate Ltd.

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February 19, 2021

Cetera to Acquire Voya Financial Advisors

On February 8, 2021, Cetera Financial Group, Inc. announced that it will acquire assets related to Voya Financial, Inc’s financial planning division, Voya Financial Advisors.

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February 19, 2021

Creative Planning Acquires IRON Financial’s Retirement Division

On February 4, 2021, Creative Planning Inc. announced that it will acquire IRON Financial’s retirement division.

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February 18, 2021

Vintage Acquires Corfe

On January 27, 2021, it was announced that Vintage Wealth Management Limited has acquired Corfe Wealth Management Limited.

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