Merit Financial Advisors buys Yeomans Consulting Group
United States
Creative Planning buys Seattle RIA Duncan & Haley
The acquisition of Duncan & Haley adds $660m in assets to Creative Planning’s books.
Easterly Asset Management to buy Olstein fund business
Cresset names Susie Cranston as new CEO
Fidelity, Hamilton Lane invest in Corastone private markets platform
Carson Group takes over ZeroCelsius Wealth Studio
Söderberg & Partners takes stake in three UK adviser firms
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