Relation Insurance acquires California-based Crop Rx
Financial ServicesCaliforniaAdd-on
Relation Insurance→Crop Rx
May 15, 2026
WealthPlanners Acquired by Cambridge Investment Research
Announced
Financial ServicesArizonaAdd-on
Deal Overview
Cambridge Investment Research has announced the acquisition of WealthPlanners, LLC as an add-on within its wealth-management platform. The company frames the deal as supporting advisor continuity and succession planning.
WealthPlanners will be integrated into Cambridge’s RIA operating model to maintain ongoing client service while enabling leadership transition planning for the advisor team.
Key Details
- Transaction
- Cambridge Investment Research acquires WealthPlanners
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Rhinebeck Bancorp, Inc. (0001751783) (Filer) — SEC 8-K Filing
Financial ServicesMarylandOther
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Financial ServicesMerger
AGF China Focus Class
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Abbott, Stringham & Lynch Announces Acquisition of Finance and Accounting Solutions Firm, ArightCo - PR Newswire
Financial ServicesCaliforniaAdd-on
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Financial ServicesFloridaAdd-on
Shepherd Insurance→Arnold Insurance
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