May 28, 2021

Cidel to Acquire Lorica

On May 10, 2021, Cidel Asset Management Inc. announced it will acquire Lorica Investment Counsel Inc.

Continue reading...

May 27, 2021

Congress Wealth Acquires Pinnacle

On May 1, 2021, Congress Wealth Management LLC announced it acquired Pinnacle Advisory Group, Inc.

Continue reading...

May 26, 2021

JFS Wealth to Acquire Integer Wealth

On May 10, 2021, JFS Wealth Advisors, LLC announced it will acquire Integer Wealth Advisors Group, LLC.

Continue reading...

May 24, 2021

CI Financial to Acquire Dowling & Yahnke

On May 10, 2021, CI Financial Corp. announced it will acquire Dowling and Yahnke, LLC.

Continue reading...

May 21, 2021

Dynasty to Make Minority Investments in Partner Firms

On May 4, 2021, Dynasty Financial Partners announced a new initiative to make minority investments in partner firms.

Continue reading...

May 20, 2021

Coldstream and Paracle to Merge

On May 3, 2021, it was announced that Rainier Group Investment Advisory LLC, d/b/a Coldstream Wealth Management, and Paracle Advisors, LLC will merge.

Continue reading...

May 19, 2021

Creative Planning Acquires Sullivan, Bruyette, Speros & Blayney

On May 4, 2021, Creative Planning Inc. announced it had acquired Sullivan, Bruyette, Speros & Blayney, LLC.

Continue reading...

May 17, 2021

OneDigital Acquires Future Benefits

On May 4, 2021, OneDigital Investment Advisors announced it had acquired Future Benefits Inc.

Continue reading...

May 14, 2021

Buckingham Strategic Wealth to Acquire Carolina Capital

On May 3, 2021, Buckingham Strategic Wealth, LLC announced that it will acquire Carolina Capital Consulting, Inc.

Continue reading...

May 13, 2021

Beacon Pointe Acquires DMJ Wealth

On May 3, 2021, Beacon Pointe Advisors, LLC announced its acquisition of DMJ Wealth Advisors, LLC.

Continue reading...