Business Services MAI Capital Management Buys KarrasR. Karras Asset Management & Planning has served the Cleveland, Ohio, region for more than 35 years under the leadership of Robert Karras. January 4, 2024
Financial services Edelman Financial Engines Acquires New England Pension Plan SystemsEdelman said it is going to look for more acquisitions. December 14, 2023
Financial services Sikich Adds Golden Trail AdvisersGolden Trail Advisers is a wealth management consulting firm based in Burr Ridge, Ill. December 6, 2023
Business Services NFP Acquires Divergent Wealth AdvisorsDivergent is an independent registered investment advisor that focuses on holistic wealth management services and retirement planning. September 20, 2023
Private Equity OneDigital Buys Triad Financial AdvisorsTriad Financial Advisors is a wealth management firm based in Greensboro, N.C. September 12, 2023
Financial services Hightower Invests in Ten Capital Wealth AdvisorsTen Capital Wealth Advisors serves as wealth managers to clients including business owners, executives and multi-generational families. May 8, 2023
Financial services MAI Buys Wiener Financial ManagementWFM offers financial and retirement planning and investment management services for high-net-worth individuals and families. April 24, 2023
Business Services T. Rowe Price Buys RetireeRetiree Inc. is a fintech firm that offers retirement planning software. April 21, 2023