• Creative Planning announced the acquisition of Coe Financial Services.
  • Social Finance agreed to acquire Galileo Financial Technologies for $1.2 billion in cash and stock.
  • BNY Mellon Investment Management announced the introduction of eight ETFs.
  • Ameriprise recruits teams from Wells Fargo team UBS.
  • Envestnet announced a free offer of its MyBlocks financial planning tool, by Envestnet | MoneyGuide, to give consumers access to planning solutions.
  • Addepar announced an Addepar Assurance program for new clients.
  • Docupace announced the launch of a Reg BI and Form CRS digital solution.


Creative Planning
Creative Planning Inc., one of the nation’s largest RIAs, announced the acquisition of Coe Financial Services, an RIA located in Wichita, Kansas. Coe Financial Services provides comprehensive financial planning and investment management for clients with approximately $126 million AUM.

Online student lender Social Finance Inc has agreed to acquire payments and banking technology provider Galileo Financial Technologies for $1.2 billion in cash and stock, the companies said on Tuesday.

BNY Mellon
BNY Mellon Investment Management, with $1.9 trillion in assets under management, announced the expansion of its investment solutions line-up with the introduction of eight ETFs designed to cover the core exposures in a typical asset allocation strategy.

Ameriprise Financial
The recruiting wars continue, even in the midst of COVID-19. Ameriprise Financial added two teams to its employee channel, including father-son team Robert Arthur Bonwell, Sr. and Robert Arthur Bonwell, Jr., who join from Wells Fargo Advisors in Charleston, W.Va., and Jim Buzgo, a Boston-based advisor who left UBS.

First « 1 2 » Next