November 24, 2021

Allworth Financial to Partner with RG Capital

On November 10, 2021, Allworth Financial, L.P. announced that it will partner with RG Capital Investment Advisory Services.

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November 24, 2021

Allworth Financial to Partner with DeGreen

On November 3, 2021, Allworth Financial, L.P. announced that it will partner with DeGreen Capital Management LLC.

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November 22, 2021

Kudu Makes Minority Investment in Granahan

On November 16, 2021, Granahan Investment Management, Inc. announced it had received a minority investment from Seward & Kissel client Kudu Investment Management, LLC.

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November 22, 2021

Pure Financial to Acquire Kaufman Kampe

On November 15, 2021, Pure Financial Advisors, LLC announced an agreement to acquire Kaufman Kampe Advisors LLC.

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November 22, 2021

IDB Bank and Lido Advisors Announce Joint Venture

On November 1, 2021, IDB Bank and Lido Advisors, LLC announced a strategic partnership and joint venture.

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November 22, 2021

Fiducian to Acquire People’s Choice Financial Planning Business

On November 3, 2021, People’s Choice Credit Union announced that it had entered into an agreement to sell its financial planning business to Fiducian Financial Services.

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November 19, 2021

BlockFi Partners with Neuberger

On October 25, 2021, BlockFi Inc. announced a partnership with Neuberger Berman.

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November 19, 2021

Cardano to Acquire Actiam

On October 21, 2021, Athora Netherlands N.V. announced an agreement to sell its asset manager, ACTIAM N.V., to Cardano Group.

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November 18, 2021

Savant Receives Strategic Investment from Kelso

On October 7, 2021, Savant Wealth Management announced that it had received a strategic minority investment from Kelso & Company.

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November 17, 2021

Focus to Partner with Mosaic Family Wealth

On November 8, 2021, Focus Financial Partners Inc. announced that it will partner with Mosaic Family Wealth, LLC.

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