Tax planning

HD Vest’s parent to buy 1st Global in $180M bid for tax-focused dominance

Should advisor retention go as planned, Blucora's agreement to purchase the firm would boost its IBD headcount to 4,500 reps.

March 19, 2019

Financial services

Cetera Acquires Matkovic Financial Group

Matkovic Financial Group provides integrated wealth management and tax planning services.

March 31, 2026

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

Financial services

Cerity Partners Merges With Cook Wealth

With this merger, Cerity Partners welcomes 27 new colleagues to the firm.

April 4, 2025

Financial services

Sequoia Completes Deal for Carlson Capital Management

The acquisition of CCM adds internal tax planning and preparation services to Sequoia Financial.

April 2, 2025

Financial services

EP Wealth Advisors Purchases Foothills and Marble

The Foothills and Marble Capital acquisitions will add over $191 million combined in assets under management.

October 10, 2023

Tax planning

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