Investment Management Deals Blog
On May 19, 2021, Edelman Financial Engines, LLC announced it will acquire Viridian Advisors.
On May 13, 2021, U.S. Capital Advisors, LLC announced it will merge its wealth management advisory business with Legacy One Financial Advisors, LLC.
On May 10, 2021, Pendal Group Limited announced it will acquire Thompson, Siegel & Walmsley LLC.
On May 10, 2021, Cidel Asset Management Inc. announced it will acquire Lorica Investment Counsel Inc.
On May 1, 2021, Congress Wealth Management LLC announced it acquired Pinnacle Advisory Group, Inc.
On May 10, 2021, JFS Wealth Advisors, LLC announced it will acquire Integer Wealth Advisors Group, LLC.
On May 10, 2021, CI Financial Corp. announced it will acquire Dowling and Yahnke, LLC.
On May 3, 2021, it was announced that Rainier Group Investment Advisory LLC, d/b/a Coldstream Wealth Management, and Paracle Advisors, LLC will merge.
On May 4, 2021, Creative Planning Inc. announced it had acquired Sullivan, Bruyette, Speros & Blayney, LLC.
On May 4, 2021, OneDigital Investment Advisors announced it had acquired Future Benefits Inc.
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