The flat-fee planning firm has now raised $210 million and will use the latest funding to expand its technology and planning services.

The alternative investment platform doubled the volume of assets on its platform since December 2023.

Concourse Financial Group Securities will bring over 350 financial professionals overseeing about $4 billion in AUM to Cetera.

Proceeds from minority raise will fund growth for Dynasty.

Allworth's acquisition of George McKelvey Company in Manasquan, N.J. represents its sixth deal this year, bringing the RIA to 43 offices nationwide.

The firm has a growth equity investment from The 4100 Group Financial Services, the backer of several wealth and asset management firms.

Santander will combine its alternative investments and investment platforms units, which will be integrated into asset management.

The Cleveland-based MAI's acquisition of Halpern Financial is the firm’s eighth deal this year and its 40th since 2018.