June 11, 2021
Mercer Acquires ET George
On May 26, 2021 Mercer Global Advisors Inc. announced it had acquired ET George Investment Management L.L.C.
June 11, 2021
Savills IM to Acquire DRC
On May 20, 2021, Savills Investment Management LLP announced that it will acquire DRC Capital LLP.
June 9, 2021
AssetCo to Acquire Saracen
On May 14, 2021, AssetCo PLC announced it will acquire Saracen Fund Managers Limited.
June 7, 2021
United Community Banks to Acquire FinTrust Capital
On May 13, 2021, United Community Banks, Inc. announced it will acquire FinTrust Capital Partners, LLC.
June 4, 2021
Edelman to Acquire Viridian
On May 19, 2021, Edelman Financial Engines, LLC announced it will acquire Viridian Advisors.
June 3, 2021
U.S. Capital Advisors and Legacy One to Merge
On May 13, 2021, U.S. Capital Advisors, LLC announced it will merge its wealth management advisory business with Legacy One Financial Advisors, LLC.
June 2, 2021
Pendal To Acquire TSW
On May 10, 2021, Pendal Group Limited announced it will acquire Thompson, Siegel & Walmsley LLC.
May 28, 2021
Cidel to Acquire Lorica
On May 10, 2021, Cidel Asset Management Inc. announced it will acquire Lorica Investment Counsel Inc.
May 27, 2021
Congress Wealth Acquires Pinnacle
On May 1, 2021, Congress Wealth Management LLC announced it acquired Pinnacle Advisory Group, Inc.
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.