October 12, 2021

Buckingham to Acquire The Planned Approach

On September 21, 2021, Buckingham Strategic Wealth, LLC announced that it will acquire The Planned Approach, Inc.

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October 7, 2021

Buckingham Strategic Wealth to Acquire Siena Capital

On August 23, 2021, it was announced that Buckingham Strategic Wealth, L.L.C. will acquire Siena Capital Management, L.L.C. d/b/a Siena Investments.

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October 7, 2021

WEG partners with Walnut Creek

On September 21, 2021, Wealth Enhancement Group, LLC announced that it will partner with Walnut Creek Wealth Management.

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October 4, 2021

Marblegate partners with Investcorp

On September 23, 2021, Investcorp Strategic Capital Group announced it has partnered with Seward & Kissel client Marblegate Asset Management, LLC.

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October 4, 2021

Simplicity Acquires Sawtooth

On September 14, 2021, Simplicity Group announced that it acquired Sawtooth Solutions, LLC.

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October 1, 2021

MAI Capital Acquires Geier Asset Management

On September 20, 2021, MAI Capital Management announced that it has acquired Geier Asset Management, Inc.

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October 1, 2021

Goldman Sachs to Acquire NN Investment Partners

On August 19, 2021, Goldman Sachs announced that it had entered into an agreement to acquire  NN Investment Partners.

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September 30, 2021

Focus to Partner with Cardinal Point

On September 16, 2021, Focus Financial Partners Inc. announced it will partner with Cardinal Point Capital Management Inc. and Cardinal Point Wealth Management, LLC.

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September 30, 2021

Federated Hermes to Acquire Remaining Interest in Hermes Fund Managers

On August 18, 2021, it was announced that Federated Hermes, Inc. will acquire the remaining 29.5% interest in Hermes Fund Managers Limited.

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September 29, 2021

LeoGroup Merges with Capital and BFT Financial

On August 18, 2021, it was announced that LeoGroup had merged with The Capital Company and BFT Financial Group to form Leo Wealth.

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