Latest news
Modera, Simplicity announce new acquisitions in busy day for industry M&A - InvestmentNewsInvestmentNews · Wed, 05 Aug 2026 10:39:16 GMTSimplicity Acquires Mobile Bay Financial to Expand Wealth Management Presence in Alabama - citybizcitybiz · Tue, 04 Aug 2026 16:37:28 GMTDeals & Moves: Wealth Enhancement Plants Flag in Alabama - Wealth ManagementWealth Management · Fri, 31 Jul 2026 14:48:29 GMTWealth Enhancement enters Alabama with RIA managing $462M in client assets - InvestmentNewsInvestmentNews · Fri, 31 Jul 2026 10:41:11 GMTWaverly acquires InVista Advisors to expand wealth management platform - Structured Retail ProductsStructured Retail Products · Thu, 30 Jul 2026 13:18:32 GMTWealth Enhancement to Acquire Cloud Investments, an Independent RIA with over $462 Million in Client Assets - PR NewswirePR Newswire · Thu, 30 Jul 2026 07:00:00 GMTDeal roundup: RBC lands $1.5bn UBS team, Wealth Enhancement makes first Alabama buy - CitywireCitywire · Thu, 30 Jul 2026 07:00:00 GMTWaverly Advisors Acquires $332 Million Firm InVista Advisors - Pulse 2.0Pulse 2.0 · Wed, 29 Jul 2026 15:42:12 GMT