After seven years, Ascent Wealth Partners Returns to Dynasty Financial Partners for outsourced CFO, compliance and marketing services.

Funding from Merchant is intended to help bolster Argos’ strategic growth and international reach.

Focus Financial Partners says the global and market uncertainties present opportunities, rather than obstacles, to the firm’s growth.

Permit Capital Advisors brings alternative investment and philanthropic experience to Cerity Partners’ growing landscape of financial services for the ultrawealthy.

Mercer’s acquisition of Sanford Advisory Services in Michigan is its second this week.

HYA acquisition further expands Mercer Advisors’ presence in the Midwest.

A new report analyzing transactions in the RIA space for the first three months of 2022 showed the second-strongest quarter on record, behind 2021 Q4, though the number of deals dropped in February and March.