November 8, 2021

Nassau Invests in Balance Point

On November 4, 2021, Nassau Financial Group announced an investment in Balance Point Capital Advisors.

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November 8, 2021

PGIM to Acquire Green Harvest

On October 19, 2021, PGIM Investments LLC announced an agreement to acquire Green Harvest Asset Management LLC.

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November 8, 2021

DeVoe & Company RIA M&A Deal Report – Q3 2021

DeVoe & Company published an RIA M&A Deal Report for Q3 2021 (the “Report”), which analyzes M&A activity among Registered Investment Advisors.  The Report shows that activity 2021 has already eclipsed the full year activity of 2020, with Q3 setting a new high from a quarterly perspective.

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November 5, 2021

Bluespring Wealth Acquires Ritter Daniher

On October 12, 2021, Bluespring Wealth Partners, LLC announced its acquisition of Ritter Daniher Financial Advisory, LLC.

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November 4, 2021

CVC to Partner with Glendower Capital

On September 13, 2021, CVC Capital Partners SICAV-FIS S.A. announced that it had entered into a strategic partnership with Glendower Capital.

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November 4, 2021

Fairport Wealth Acquires FMA Advisory

On October 7, 2021, it was announced that Fairport Wealth would acquire FMA Advisory, Inc.

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November 3, 2021

WEG to Acquire TWEG

On October 7, 2021, Wealth Enhancement Group, LLC announced that it will acquire with The Wealth Enhancement Group.

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November 3, 2021

WEG to partner with Carroll Financial

On September 9, 2021, Wealth Enhancement Group, LLC announced that it will partner with Carroll Financial Associates, Inc.

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November 1, 2021

WEG to Acquire QCI

On September 30, 2021, Wealth Enhancement Group announced that it will acquire QCI Asset Management, Inc.

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November 1, 2021

Captrust Acquires Covenant

On October 13, 2021, Captrust Financial Advisors announced its acquisition of Covenant Multifamily Offices.

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