Independent Financial Partners Acquires Van Horn Financial Services and Severn Financial Advisors
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MAI Acquires Waypoint Wealth Counsel
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Vistria to Invest in Curi Capital
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Wealth Solutions Report – Editor in Chief’s Take – September 7, 2026
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Allworth Acquires High Falls Advisors and Holistic Financial Partners
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FL Putnam to Acquire Red Granite
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Sequoia Acquires All Star Financial
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Berkshire Global Advisors – US Traditional Investment Management Industry Trends Q2 2026 Report
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Atomos Acquires Cartlidge Morland
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Wealth Enhancement Acquires Miramar Capital
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