Transitions Wealth Management serves approximately 400 clients and is based out of Denver.

The deal with C2C Wealth Management represents Dakota’s fourth transaction since June 1, and third office in Massachusetts.

The rebrand comes as the $3.3 billion AUM firm aims to broaden its appeal to a wider swath of advisors and increase recruiting.

Confluence Financial Planning’s six associates will continue to operate out of their Sacramento office. It’ll be Mariner’s first location in the city, and 15th in California.

Industry experts point to continued proliferation of AI, tech stack integration, software supporting new fee models and advisors using an increasingly diverse array of applications to offer additional services as storylines to look out for in the...

Advisor Growth Strategies expects new players to enter the RIA M&A market in 2024, as valuations diverge and deals become larger and more creative.