February 26, 2021
Captrust Acquires Cammack Retirement
On February 16, 2021, Captrust Financial Advisors, LLC announced its acquisition of Cammack Retirement Group.
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.
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.
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.
February 22, 2021
EQT to Acquire Exeter
On January 26, 2021, EQT AB announced that it will acquire Exeter Property Group, LLC.
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.
February 22, 2021
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.
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.
February 18, 2021
Vintage Acquires Corfe
On January 27, 2021, it was announced that Vintage Wealth Management Limited has acquired Corfe Wealth Management Limited.