Deals & Recruiting

Deals & Recruiting Roundup: Beacon Pointe, Cetera, Edelman And More

Acquisitions By Beacon Pointe, NorthRock And Raymond James. M&A Reports By DeVoe And ECHELON. Recruiting By Cetera And LPL. Appointments By WealthVest, Advyzon, Stratos, Kestra And Edelman.

By Thomas Lee

/ 21 Oct 2025

Deals & Recruiting Roundup: Beacon Pointe, Cetera, Edelman And More

NorthRock Buys $2.7 Billion California Advisor Team

The Firm’s Purchase Of WGG Wealth Partners Strengthens NorthRock’s California Presence And Expands The Reach Of Its Personal Office Model.

By Jeff Berman

/ 15 Oct 2025

NorthRock Buys $2.7 Billion California Advisor Team

VestGen Wealth Partners Acquired Six Practices Totaling $1.5 Billion

This Second Phase Of Expansion Is Expected To Bring VestGen To $7 Billion In Client Assets

By Michael Madden

/ 14 Oct 2025

VestGen Wealth Partners Acquired Six Practices Totaling $1.5 Billion

Deals & Recruiting Roundup: Mercer, Greenspring, Creative Planning And More

Acquisitions By Mercer, Edelman, Beacon Pointe, VestGen And Creative Planning. Greenspring And Wealthstream Merge. Recruiting By Cetera. Vanilla Partners With Osaic. Sander Ressler Launches ArbitrationIQ. Appointments By Trilogy, World And MAI.

By Thomas Lee

/ 14 Oct 2025

Deals & Recruiting Roundup: Mercer, Greenspring, Creative Planning And More

IFG Adds Maryland-Based Advisors From Commonwealth

The Baltimore Area Recruits Have A History Of Collaboration

By James Miller

/ 9 Oct 2025

IFG Adds Maryland-Based Advisors From Commonwealth

Cetera Recruits $1.1 Billion New Jersey Advisor Team From Commonwealth

King Financial Network, A 14-Person Team In Manalapan, New Jersey, Joins Cetera’s Summit Financial Networks.

By Jeff Berman

/ 8 Oct 2025

Cetera Recruits $1.1 Billion New Jersey Advisor Team From Commonwealth

Edelman Financial Engines Buys $300 Million Wisconsin RIA

The Acquisition Of Hasenberg Financial Group Expands EFE’s Midwest Footprint And Strengthens Its Estate Planning Services.

By Jeff Berman

/ 7 Oct 2025

Edelman Financial Engines Buys $300 Million Wisconsin RIA

Deals & Recruiting Roundup: EP, Corient, Dynasty, Wealth.com, RFG And More

Acquisitions By Mid Penn, Perigon And Corient. Ares Stakes EP Wealth. Dynasty Gets A Credit Line. Recruiting By Sanctuary, AmeriFlex And LPL. Debut By Evergreen. Wealth.com Partners With Osaic. Appointments By RFG And U.S. Bancorp.

By Thomas Lee

/ 7 Oct 2025

Deals & Recruiting Roundup: EP, Corient, Dynasty, Wealth.com, RFG And More

Deals & Recruiting Roundup: RBC, MAI, Elevation Point, Dynasty, LPL And More

M&A By OneDigital, MAI And Elevation Point. Breakaways Launch OpenArc. Recruiting By LPL, Osaic And Carson. Partnerships By Cetera And Prudential. Custodian TradePMR Launches Incentives. Savvy Promotes In Its C-suite. RBC Recruits From JP Morgan.

By WSR Newsroom

/ 30 Sep 2025

Deals & Recruiting Roundup: RBC, MAI, Elevation Point, Dynasty, LPL And More

AmeriFlex Welcomes $354 Million Team From Osaic

The Recruitment Of The Four-Person California Team Follows AmeriFlex’s Recent Affiliation With Cambridge

By James Miller

/ 30 Sep 2025

Thomas Goodson, CEO & Founder, The AmeriFlex Group

Mid Penn Bancorp To Acquire $3.3 Billion Florida RIA

The Transaction Is Expected To Close In Q4 This Year

By Jeff Berman

/ 29 Sep 2025

Rory G. Ritrievi, President, CEO and Chair, Mid Penn Bancorp

Sanctuary Wealth Recruits Cedar Cove From Thrivent

Minnesota-Based Team Of 14 Makes Move After Five Years Of Independence

By Michael Madden

/ 29 Sep 2025

Jennifer Chords, Founding Partner and Wealth Manager, Cedar Cove Wealth Partners

Deals & Recruiting Roundup: Beacon Pointe, Cetera, Edelman And More

NorthRock Buys $2.7 Billion California Advisor Team

VestGen Wealth Partners Acquired Six Practices Totaling $1.5 Billion

Deals & Recruiting Roundup: Mercer, Greenspring, Creative Planning And More

IFG Adds Maryland-Based Advisors From Commonwealth

Cetera Recruits $1.1 Billion New Jersey Advisor Team From Commonwealth

Edelman Financial Engines Buys $300 Million Wisconsin RIA

AmeriFlex Welcomes $354 Million Team From Osaic

Mid Penn Bancorp To Acquire $3.3 Billion Florida RIA

Sanctuary Wealth Recruits Cedar Cove From Thrivent

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