PEmarket News

Financial Planning

Financial Planning

September 21, 2026

Maridea Wealth Management Expands Midwest Presence with Strategic Partnerships

Maridea Wealth Management has acquired River Cities Financial Services and Dietz Futrell Walters Insurance, marking its inaugural foray into the Ohio market. This strategic partnership aims to enhance Maridea's service offerings and expand its footprint in the Midwest. Key individuals involved include John Smith, CEO of Maridea, who emphasized the alignment of values and commitment to exceptional client service.

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August 17, 2026

Maridea Wealth Management Expands Chicago Footprint with Park Ridge Financial Acquisition

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July 30, 2026

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July 30, 2026

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July 28, 2026

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July 21, 2026

Cary Street Partners Expands Its Presence with Acquisition of Seneca House Advisors in Richmond

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June 22, 2026

FusionIQ Acquires Marstone: A Strategic Move in Digital Wealth Management

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June 17, 2026

Waverly Advisors Expands Wealth Management Footprint with Smithfield Trust Acquisition

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June 9, 2026

MAI Capital Management Acquires Saybrook Wealth Group to Bolster Northeast Presence

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June 9, 2026

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MAI Capital Management Expands Texas Footprint with Acquisition of Service Academy Capital Management

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June 1, 2026

Community Financial System Acquires ClearPoint Federal Bank & Trust to Expand Tennessee Presence

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May 28, 2026

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May 27, 2026

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April 28, 2026

Waverly Advisors Expands Texas Footprint with Acquisition of TruWealth Advisors

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April 22, 2026

Modern Wealth Management Expands with Strategic Acquisition of Brown and Company

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April 20, 2026

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April 7, 2026

Accordion Acquires A5 to Enhance Salesforce and AI Capabilities

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April 7, 2026

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April 2, 2026

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Mercer Advisors Strengthens New England Presence with Charter Oak Capital Management Acquisition

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Corebridge Financial and Equitable Holdings Announce Transformational Merger

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February 3, 2026

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February 3, 2026

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February 3, 2026

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February 2, 2026

Empower Introduces Innovative $1,000 Benefit Program for Employees' Families

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January 30, 2026

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January 29, 2026

NewEdge Advisors Expands Footprint with $1.4 Billion Tennessee Team Acquisition

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Waverly Advisors Bolsters New England Presence with $447M Bridge Creek Capital Acquisition

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