Macquarie Acquires Spire Partners
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MarshBerry Viewpoint Update â H1 2026
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Wealth Solutions Report – Editor in Chief’s Take – August 3, 2026
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Merit Acquires Towson Wealth Management
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Cetera Acquires Marmo Financial
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Parallel Advisors Acquires Eaton Financial
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Choreo Acquires Resource Financial Group
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Wealth Solutions Report â Why Legacy and Vision Should Drive Advisor M&A
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EP Wealth Acquires Opes Wealth
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Caprock to Acquire Venturi
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