Merchant Acquires Minority Stake in RWA
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Beacon Pointe Acquires Altavista Wealth Management
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Merchant Acquires Minority Stake in Fusion Family Wealth
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Merchant Acquires Minority Stake in Inspirion
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Creative Planning Acquires JBJ Invest
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Betterment to Acquire Makara
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Lorne Park to Acquire W.H. Shutt
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Envestnet Acquires Non-Controlling Stake in Ellevest
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SageView Acquires Capital One Investing’s Portfolio Assets
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HGGC and Wealth Partners Invest in Apella
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