Creative Planning Acquires $1B Telarray Advisors
Focused on larger deals, Creative Planning moves into Tennessee with first acquisition in six months.
Source: wealthmanagement.com
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Focus go-private deal gets RIA industry praise
Despite the double-digit drop in RIA M&A volumes this year and at the firm in 2022, dealmakers say the move will boost its value and available capital.
Source: financial-planning.com
Sequoia Financial Group to Buy Zeke Capital Advisors
Sequoia acquisition will double assets and clients under firm’s family office practice and expand its asset management menu across entire client base.
Source: wealthmanagement.com
Emigrant Partners Announces Strategic Minority Investment in SteelPeak Wealth
/PRNewswire/ -- Emigrant Partners ("EP") announced it has made a strategic, non-voting minority investment in SteelPeak Wealth ("SteelPeak"), an independent...
Source: prnewswire.com
4 deals by Emigrant, Prime Capital, Bluespring and LPL
The recruiting and M&A transactions bring another record year to the finish line ahead of an expected slowdown in 2023.
Source: financial-planning.com