October 29, 2021

Apella to Partner with Wealth Partners Capital Group

On September 8, 2021, it was announced that Apella Capital LLC and Wealth Partners Capital Group, LLC had entered into an agreement to form a strategic partnership.

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October 29, 2021

Wealthspire to Acquire Private Capital Group

On October 5, 2021, Wealthspire Advisors announced an agreement to acquire Private Capital Group, LLC.

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October 29, 2021

Flexpoint to Acquire Clearstead

On October 6, 2021, it was announced that Flexpoint Ford, L.L.C. will acquire Clearstead Advisors, L.L.C.

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October 28, 2021

Hub International Acquires Millennium

On September 7, 2021, Hub International Limited announced an agreement to acquire Millennium Advisory Services, Inc.

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October 27, 2021

Hightower Invests in Alexandria Capital

On September 7, 2021, Hightower Advisors, LLC announced that it invested in Alexandria Capital, LLC.

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October 27, 2021

Hightower to Invest in Landsberg Bennett

On October 1, 2021, Hightower Advisors, LLC announced that it will invest in Landsberg Bennett Private Wealth Management.

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October 25, 2021

CI Financial to Acquire McCutchen

On October 21, 2021, CI Financial Corp. announced that it will acquire McCutchen Group L.L.C.

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October 25, 2021

Connectus to Acquire NorthCoast

On September 14, 2021, Connectus Wealth Advisers announced that it will acquire NorthCoast Asset Management LLC.

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October 25, 2021

Mariner Wealth to Acquire FCG Advisors

On September 23, 2021, Mariner Wealth Advisors, LLC announced that it had acquired FCG Advisors.

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October 22, 2021

EP Wealth Acquires Homewood

On August 31, 2021, EP Wealth Advisors, LLC announced that it acquired Homewood Capital Management, Inc.

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