June 9, 2021

AssetCo to Acquire Saracen

On May 14, 2021, AssetCo PLC announced it will acquire Saracen Fund Managers Limited.

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June 7, 2021

United Community Banks to Acquire FinTrust Capital

On May 13, 2021, United Community Banks, Inc. announced it will acquire FinTrust Capital Partners, LLC.

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June 4, 2021

Edelman to Acquire Viridian

On May 19, 2021, Edelman Financial Engines, LLC announced it will acquire Viridian Advisors.

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June 3, 2021

U.S. Capital Advisors and Legacy One to Merge

On May 13, 2021, U.S. Capital Advisors, LLC announced it will merge its wealth management advisory business with Legacy One Financial Advisors, LLC.

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June 2, 2021

Pendal To Acquire TSW

On May 10, 2021, Pendal Group Limited announced it will acquire Thompson, Siegel & Walmsley LLC.

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May 28, 2021

Cidel to Acquire Lorica

On May 10, 2021, Cidel Asset Management Inc. announced it will acquire Lorica Investment Counsel Inc.

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May 27, 2021

Congress Wealth Acquires Pinnacle

On May 1, 2021, Congress Wealth Management LLC announced it acquired Pinnacle Advisory Group, Inc.

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May 26, 2021

JFS Wealth to Acquire Integer Wealth

On May 10, 2021, JFS Wealth Advisors, LLC announced it will acquire Integer Wealth Advisors Group, LLC.

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May 24, 2021

CI Financial to Acquire Dowling & Yahnke

On May 10, 2021, CI Financial Corp. announced it will acquire Dowling and Yahnke, LLC.

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May 21, 2021

Dynasty to Make Minority Investments in Partner Firms

On May 4, 2021, Dynasty Financial Partners announced a new initiative to make minority investments in partner firms.

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