Estate planning

A potential doubling of the capital gains tax upon a sale has owners contemplating exits, writes Beatrice Mitchell, co-founder and managing director, Sperry, Mitchell & Co.

October 13, 2020

Financial Services

PE-Backed Edelman Acquires Hasenberg Financial Group

The addition enhances Edelman’s estate planning capabilities while expanding its Midwest presence.

October 7, 2025

Financial Services

EP Wealth Advisors Purchase NBS Financial Services

NBS provides financial, tax, estate, retirement and education planning, along with investment management services.

April 29, 2025

Bankers & Advisors

Modern Wealth Management Acquires Two California Firms

The firm has finalized the acquisition of Wade Financial Advisory and expects to close on the acquisition of Planned Asset Management in the coming weeks.

April 8, 2025

Business Services

Aldaron Partners, True Wind Capital Complete Deal for DCM Services

DCM Services is an estate and specialty account recovery services provider.

March 17, 2025

Financial Services

Twenty Four Wealth Management Acquires Alpha Beta Gamma Wealth Management

The acquisition boosts Twenty Four Wealth’s assets under management to $1.1 billion.

March 14, 2025

Estate planning

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