December 10, 2021

Creative Planning Acquires Dashboard

On November 30, 2021, Creative Planning LLC announced that it acquired Dashboard Wealth Advisors.

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December 10, 2021

WEG Acquires Cardan

On December 2, 2021, Wealth Enhancement Group, LLC announced that it acquired Cardan Capital Partners.

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December 10, 2021

Beacon Pointe Partners with Rosenthal

On November 2, 2021, Beacon Pointe Advisors, LLC announced its partnership with Rosenthal Retirement Planning.

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December 10, 2021

Wealthspire to Acquire Private Ocean

On November 22, 2021, Wealthspire Advisors announced it would acquire Private Ocean, LLC.

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December 10, 2021

RGT Acquires Odyssey

On October 28, 2021, it was announced that RGT Wealth Advisors, LLC, a subsidiary of CI Financial Corp., acquired Odyssey Wealth Management, LLC.

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December 10, 2021

Savant Acquires Filbrandt

On November 12, 2021, Savant Wealth Management announced that it acquired Filbrandt Wealth Management.

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December 9, 2021

Pershing to Acquire Optimal Asset Management

On December 2, 2021, BNY Mellon’s Pershing announced that it will acquire Optimal Asset Management, Inc.

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December 9, 2021

Voya to Acquire Tygh’s Investment Advisory Business

On November 23, 2021, Voya Investment Management announced that it will acquire Tygh Capital Management’s investment advisory business and certain other assets.

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December 6, 2021

Cerity to Merge with Bingham, Osborne & Scarborough

On November 23, 2021, Cerity Partners announced that it had merged with Bingham, Osborn & Scarborough, LLC.

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December 6, 2021

Piper Sandler Companies Monthly Asset Management Report – October 2021

Piper Sandler Companies published its Monthly Asset Management Report for October 2021, which analyzes general industry information and transaction highlights. To read the report: please click here.

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