BOSTON–(BUSINESS WIRE)–Edelman Financial Engines, America’s top independent wealth planning1 and workplace2 investment advisory firm, today announced the acquisition…
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Edelman Acquires $426M Cahill Wealth Management
Edelman Financial Engines, the registered investment advisor with more than $293 billion in assets under management, has…
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AccountsIQ Acquires Expense Management Firm ExpenseIn
Cloud-based accounting software firm AccountsIQ acquired expense management software company ExpenseIn. “Both AccountsIQ and ExpenseIn have…
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Captrust Acquires $5B Boston Financial Management
Captrust Financial Advisors, the Raleigh, N.C.-headquartered registered investment advisor that surpassed $1 trillion in total client…
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NFP, an Aon company, Acquires HC Financial, a Wealth and Corporate Benefits Advisory Business
NFP, an Aon company, Acquires HC Financial, a Wealth and Corporate Benefits Advisory Business Acquisition consolidates…
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Lido Advisors Acquires $600M Colorado RIA Platte River
The $24 billion advisory firm Lido Advisors has acquired Platte River Wealth Advisors, a Louisville, Colo.-based…
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Wealth Enhancement Group Acquires FinTrust Capital Advisors
Wealth Enhancement Group, an independent wealth management firm with more than $94.7 billion in client assets, announced…
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Financial Management Professionals Inc. Acquires 70 Shares of Cadence Design Systems, Inc. (NASDAQ:CDNS)
Financial Management Professionals Inc. increased its holdings in shares of Cadence Design Systems, Inc. (NASDAQ:CDNS –…
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