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Deals & Moves: Lido Buys LA-Area RIA, Vestwell to Add 30K Gusto 401(k) Plans
Yahoo Finance· 2025-12-13 02:16
You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. The M&A announcements are coming fast and furious to round out a very busy 2025. This week, Wealth Enhancement acquired a registered investment advisor with a broker/dealer managing $2.2 billion in assets, Dynasty Financial Partners firm Procyon acquired a $500 million RIA in Michigan and Texas, and a doctor and healthcare professional-focused practice, Earned, acquired an Ohio RIA managing $900 ...