November 29, 2021

Sequoia to Acquire NCA Financial Planners

On November 15, 2021, Sequoia Financial Group, LLC announced an agreement to acquire NCA Financial Planners.

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November 29, 2021

CI Financial to Acquire Gofen and Glossberg

On November 10, 2021, CI Financial Corp. announced it will acquire Gofen and Glossberg, LLC.

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November 29, 2021

Bravura Capital invests in Venturi

On November 18, 2021, Venturi Private Wealth announced that it received an investment from Bravura Capital.

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November 29, 2021

Franklin Templeton to Acquire Lexington Partners

On November 11, 2021, Franklin Resources, Inc. d/b/a Franklin Templeton announced that it will acquire Lexington Partners L.P.

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November 24, 2021

Allworth Financial to Partner with RG Capital

On November 10, 2021, Allworth Financial, L.P. announced that it will partner with RG Capital Investment Advisory Services.

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November 24, 2021

Allworth Financial to Partner with DeGreen

On November 3, 2021, Allworth Financial, L.P. announced that it will partner with DeGreen Capital Management LLC.

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November 22, 2021

Kudu Makes Minority Investment in Granahan

On November 16, 2021, Granahan Investment Management, Inc. announced it had received a minority investment from Seward & Kissel client Kudu Investment Management, LLC.

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November 22, 2021

Pure Financial to Acquire Kaufman Kampe

On November 15, 2021, Pure Financial Advisors, LLC announced an agreement to acquire Kaufman Kampe Advisors LLC.

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November 22, 2021

IDB Bank and Lido Advisors Announce Joint Venture

On November 1, 2021, IDB Bank and Lido Advisors, LLC announced a strategic partnership and joint venture.

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November 22, 2021

Fiducian to Acquire People’s Choice Financial Planning Business

On November 3, 2021, People’s Choice Credit Union announced that it had entered into an agreement to sell its financial planning business to Fiducian Financial Services.

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