May 28, 2021

Cidel to Acquire Lorica

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

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May 27, 2021

Congress Wealth Acquires Pinnacle

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

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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.

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May 24, 2021

CI Financial to Acquire Dowling & Yahnke

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

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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.

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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.

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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.

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May 17, 2021

OneDigital Acquires Future Benefits

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

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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.

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May 13, 2021

Beacon Pointe Acquires DMJ Wealth

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

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