Deals & Recruiting

M&A activity, firm transitions, and talent moves

Deals & Recruiting

Deals & Recruiting Roundup: EP Wealth, Constellation, Schwab, Creative Planning And More

Acquisitions By EP Wealth, Creative Planning And Pure Financial. Recruiting By Bleakley, Stifel, RBC And Raymond James. Constellation Stakes Procyon. Schwab Stakes Wealth.com. Perigon, Savvy And InvestCloud Make Appointments.

By WSR Newsroom

/ 22 Apr 2025

Deals & Recruiting Roundup: EP Wealth, Constellation, Schwab, Creative Planning And More

Deals & Recruiting

Deals & Recruiting Roundup: Modern Wealth, Ameriprise, Docupace And More

Acquisitions By Modern Wealth, Bain Capital And Prospera. Recruiting By Ameriprise, Osaic And Raymond James. Alaris On Retaining Clients During Transition. Merit Partners With Fidelity. Appointments By Crescent Grove, Soltis, Bluespring and Docupace.

By WSR Newsroom

/ 15 Apr 2025

Jason Gordo, Ellen Cooper and Pradeep Jayaraman

Deals & Recruiting

Deals & Recruiting Roundup: Wealth Enhancement, Mercer, LPL And More

Acquisitions By Wealth Enhancement, Mercer, LPL And Cerity. M&A Reports By DeVoe And Advisor Growth Strategies. Recruiting By Kestra, MAI Capital, Equitable And NewEdge. Wealth.com Partners With Cetera. Osaic Appoints General Counsel.

By Julius Buchanan

/ 8 Apr 2025

Deals & Recruiting Roundup: Wealth Enhancement, Mercer, LPL And More

Deals & Recruiting

Deals & Recruiting Roundup: CW Advisors, Waverly, Bluespring And More

M&A By CWA, Waverly, Bluespring, Wealth Enhancement, AlphaCore And Integrity. Recruiting By Commonwealth, Stratos And LPL. Partnerships By Dynasty And BridgePort. Appointment By Cambridge.

By Julius Buchanan

/ 1 Apr 2025

Deals & Recruiting Roundup: CW Advisors, Waverly, Bluespring And More

Deals & Recruiting

Deals & Recruiting Roundup: Merit, Summit, Integrated Partners And More

M&A By Merit, Summit, WPCG, HGGC And Pure. Recruitment By Integrated Partners. Strategic Partnership By GCM Grosvenor. AssetMark Launches Succession Program. Promotions And People Moves By Dynasty, Sequoia, Altruist, Orion And Clearstead.

By Julius Buchanan

/ 24 Mar 2025

Deals & Recruiting Roundup: Merit, Summit, Integrated Partners And More

Deals & Recruiting

Deals & Recruiting Roundup: Carson Group, Edward Jones, Oppenheimer And More

M&A By Apella Wealth, Americana Partners And LPL. ECHELON Partners’ M&A Report. Alaris’ AI M&A Matchmaker. UHNW Service Launches By Edward Jones, LinePoint And Five Eleven. Mosaic Advanced Planning’s Launch. Oppenheimer’s Promotion. Triad And Carson Make New Hires.

By WSR Newsroom

/ 17 Mar 2025

Deals & Recruiting Roundup: Carson Group, Edward Jones, Oppenheimer And More

Deals & Recruiting

Deals & Recruiting Roundup: AlTi Global, Oppenheimer, Prudential And More

M&A By AlTi, Prime, Mariner, CAPTRUST, Composition And EP Wealth. Recruitment By Dynasty And Compound. Promotions And People Moves By Oppenheimer, Prudential, Mercer And Verdence.

By WSR Newsroom

/ 11 Mar 2025

Deals & Recruiting Roundup: AlTi Global, Oppenheimer, Prudential And More

Deals & Recruiting

Deals & Recruiting Roundup: Robinhood, Merchant, Bogart And More

Robinhood Closes On TradePMR. Acquisition By Aquiline. Gladstone Unifying And Rebranding. LPL, Beacon Pointe And Caprock Recruits. Merchant Partners With Venning. NewEdge Partners With Envestnet And SMArtX. Bogart And Trilogy Appointments. Robertson Stephens Launches Family Office. TritonPoint Launc

By Julius Buchanan

/ 4 Mar 2025

Deals & Recruiting Roundup: Robinhood, Merchant, Bogart And More

Deals & Recruiting

Deals & Recruiting Roundup: EP Wealth, Creative Planning, Dynasty And More

Our Recruiter Of The Month Is Kyle Miller Of EP Wealth Advisors. We Cover Minority Stakes By Rise Growth And Sanctuary; A Purchase By Creative Planning; A Survey By DeVoe; Recruitment By LPL, Dynasty And RFG; Appointments By OneSeven, VestGen And Private Advisor Group; And Alera Group’s Platform Exp

By Julius Buchanan

/ 24 Feb 2025

Kyle Miller, Managing Director of M&A, EP Wealth Advisors

Deals & Recruiting

Deals & Recruiting Roundup: Emigrant, Bluespring, CD&R And More

Bluespring, Merit, Carnegie And Prime Capital Make Acquisitions. Emigrant Stakes Principle Wealth. Sanctuary Recruits NewSpring. Basecamp And Aria Launch. RISR Partners With Wealthcare. Integrated, CD&R And IAA Appoint Execs.

By Julius Buchanan

/ 17 Feb 2025

Deals & Recruiting Roundup: Emigrant, Bluespring, CD&R And More

Deals & Recruiting

Deals & Recruiting Roundup: Emigrant, EP Wealth, AssetMark And More

M&A By Emigrant, Mercer, Summit And EP Wealth; Recruitment by Commonwealth And LPL. Strategic Partnership Between Axos And Future Capital. Promotions And People Moves By Intention.ly, Savvy, AssetMark And Mercer.

By Julius Buchanan

/ 10 Feb 2025

Deals & Recruiting Roundup: Emigrant, EP Wealth, AssetMark And More

Deals & Recruiting

Deals & Recruiting Roundup: Arax, Carson, LPL, Sequoia, Logic Capital And More

Mergers With Logic Capital And AlphaCore; Acquisitions By Sequoia And Arax; Recruiting By Carson Group, LPL, Dynasty And NewEdge; DeVoe’s RIA M&A Report; The Wealth Alliance’s Minority Stake; Osaic Partners With Navy Federal; And EP Wealth Rehires Tax Expert

By Julius Buchanan

/ 4 Feb 2025

Deals & Recruiting Roundup: Arax, Carson, LPL, Sequoia, Logic Capital And More

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Deals & Recruiting

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