EP Wealth Advisors today announced that it has acquired CornerCap Investment Counsel LLC, an Atlanta-based firm with nearly $1.1 billion...

Mercer Global Advisors today announced the acquisition of Benchmark Wealth Management LLC, a financial planning and wealth management...

In July, Canadian-based asset manager CI Financial’s U.S. wealth management division Corient acquired two RIAs with nearly $6 billion in...

Sequoia Financial Group today announced that it has acquired Karpas Strategies, a Litchfield, Conn.-based independent investment manager...

Robertson Stephens Wealth Management, an independent investment advisory firm headquartered in San Francisco, is expanding its presence...

F.L. Putnam Investment Management Co. announced that it has acquired three independent RIAs that will bring in more than $1.25 billion in...

KKR, the giant private equity firm, announced today that it will acquire Janney Montgomery Scott fromThe Penn Mutual Life Insurance...

Bluespring Wealth Partners today announced that it has acquired Shelton Financial Group, a Fort Wayne, Ind.-based wealth management firm...