Merit Financial Advisors Hires Captrust Alum To Steer M&A

Published on January 23, 2025

David Wahlen will seek out potential new deals and help the leadership smooth the onboarding process for advisory firms.

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OneDigital Buys C$5.5B Montreal Wealth Manager

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The deal with PWL Capital is a first step toward OneDigital’s long-term expansion into Canada.

Compound Planning Reels in Four Advisors, Bringing AUM to Over $2.5B

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The self-described digital family office has also beefed up its leadership team with new roles in engineering, trading, product and finance, after recruiting 30 advisors in 2024.