MarshBerry Viewpoint Update April 2026
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Merit Acquires Pradel Financial
Merit Acquires Pradel Financial On May 5, 2026, Merit Financial Advisors announced its acquisition of Pradel Financial Group. Merit Financial Advisors (\u201cMerit\u201d) announced on, May 5, 2026, its acquisition of Pradel Financial Group (\u201cPradel\u201d). Under the terms of the transaction, Pradel will rebrand to Merit. Further,… Read More
Lido to Purchase Jackson Hole Capital
Lido to Purchase Jackson Hole Capital On May 12, 2026, Lido Advisors announced its plan to acquire Jackson Hole Capital Partners. Lido Advisors (\u201cLido\u201d) announced, on May 12, 2026, its plan to acquire Jackson Hole Capital Partners (\u201cJHCP\u201d). Six JHCP staff members have joined Lido as… Read More
NGI to Partner with and Acquire a Minority Interest in 17 Alternative Asset Managers from Stable
NGI to Partner with and Acquire a Minority Interest in 17 Alternative Asset Managers from Stable On May 3, 2026, Seward & Kissel client Stable Asset Management announced a strategic partnership and an agreement to sell minority interests in 17 alternative asset managers to Navigator Global Investments. Read More
ECHELON RIA M&A DEAL REPORT Q1 2026
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Reverence, Ares, Lexington, and Bain Invest in Osaic
Reverence, Ares, Lexington, and Bain Invest in Osaic On April 30, 2026, Reverence Capital Partners announced an investment in Osaic, Inc. alongside Ares Management Corporation, Lexington Partners, and Bain Capital. Reverence Capital Partners (\u201cReverence\u201d), announced, on April 30, 2026, an investment in Osaic, Inc. (\u201cOsaic\u201d) alongside… Read More
Wealth Solutions Report – Editor in Chief’s Take – May 11, 2026
Wealth Solutions Report – Editor in Chief’s Take – May 11, 2026 Julius Buchanan, Editor in Chief, Wealth Solutions Report posted his commentary on the deals and recruiting in the wealth industry on Wealth Solutions Report as part of its Deals & Recruiting Roundup. Read More
MarshBerry Viewpoint Update
MarshBerry Viewpoint Update On April 27, 2026, MarshBerry published its Viewpoint Update report, analyzing market drivers thus far in 2026. The report highlighted key takeaways from MarshBerry\u2019s\u202f2026 Ascend Summit, with a focus on insights shared by the Summit\u2019s keynote speaker, Ron Insana. The report emphasized Insana\u2019s… Read More
Brown Advisory to Partner with RockCreek
Brown Advisory to Partner with RockCreek On May 1, 2026, Brown Advisory announced its agreement to partner with RockCreek. Brown Advisory (\u201cBrown\u201d) announced, on May 1, 2026, its agreement to invest in and partner with RockCreek. Under the terms of the transaction, RockCreek\u2019s investment process will… Read More
Cetera to Merge Retirement Planning Group and Avantax Planning
Cetera to Merge Retirement Planning Group and Avantax Planning On April 28, 2026, Cetera Financial Group announced its agreement to merge The Retirement Planning Group and Avantax Planning Partners. Cetera Financial Group (\u201cCetera\u201d) announced, on April 28, 2026, that it is merging The Retirement Planning… Read More