December 12, 2018

Baird to Acquire Hilliard Lyons

On November 27, 2018, Baird announced that it had entered into an agreement to acquire Hilliard Lyons and Hilliard Lyons Trust Company.

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December 10, 2018

Mercer Advisors Acquires Sigma

On November 12, 2018, Mercer Advisors announced that it had acquired Sigma Investment Management Company.

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December 10, 2018

Northern Capital Joins Kovitz Investment Group

On November 26, 2018, Focus Financial Partners Inc. announced the agreement for Northern Capital Management to join Kovitz Investment Group.

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December 10, 2018

Quilter Acquires Three Financial Planning Firms

On November 29, 2018, Quilter Private Client Advisers announced its acquisition of Eastgate Financial Management, Holdaway Johnson and Clive C Aitkenhead Financial Consultant.

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December 6, 2018

Moneyfarm Acquires vaamo

On November 20, 2018, Moneyfarm announced its acquisition of vaamo.

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December 3, 2018

Emigrant Bank to Acquire Remaining 25% of Fiduciary Network

On November 21, 2018, Emigrant Bank announced it will acquire of the remaining 25% stake in Fiduciary Network, LLC that it does not already own.

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December 3, 2018

Mariner Wealth Acquires Patriot Wealth Management

On November 13, 2018, Mariner Wealth Advisors announced its acquisition of Patriot Wealth Management.

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December 3, 2018

Mariner Wealth Acquires Patriot Wealth Management

On November 13, 2018, Mariner Wealth Advisors announced its acquisition of Patriot Wealth Management.

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November 28, 2018

Prudential Acquires Wadhwani Asset Management

On November 13, 2018, Prudential Financial’s PGIM announced its acquisition of Wadhwani Asset Management.

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November 26, 2018

Brown Advisory Acquires Signature Family Wealth Advisors

On November 16, 2018, Brown Advisory announced that it had acquired Signature Family Wealth Advisors.

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