Mergers & Acquisitions

Displaying 63 results
Focus continues executive shakeup with new CTO
MERGERS & ACQUISITIONS MAY 22, 2025
Focus continues executive shakeup with new CTO

The new technology leader at Focus Financial Partners, Mark Israel, comes with 30 years' experience including a notable stint at Fisher Investments.

By Leo Almazora
RIA beat: $156B Hightower stakes Smith Anglin as Steward Partners acquires Moore's Wealth Management
RIA NEWS MAY 21, 2025
RIA beat: $156B Hightower stakes Smith Anglin as Steward Partners acquires Moore's Wealth Management

Meanwhile, former Bison Wealth-affiliated firm QTR is spreading its wings as a fully independent RIA in Florida.

By Leo Almazora
Avantax, Cary Street Partners reveal latest acquisitions
INDEPENDENT BROKER DEALERS MAY 16, 2025
Avantax, Cary Street Partners reveal latest acquisitions

The tax-focused community within Cetera deepens an existing partnership as CSP grows to $10.7 billion in AUM with a new Florida location.

By Leo Almazora