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Deals & Moves: Kestra Gets $866M Merrill Breakaway
Yahoo Financeยท 2025-10-24 18:55
You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. It was service expansion via acquisition this week for two registered investment advisors. First, Prime Capital Financial announced the purchase of a Texas-based tax advisory firm to launch a Prime Capital Tax Advisory division. Then, VestGen Wealth Partners launched a retirement plan advice division bolstered by acquiring a former Osaic team specializing in the space. For others, the deals were ...