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WealthPlanners Acquired by Cambridge Investment Research — Financial Services M&A

Announced
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Deal Summary

Cambridge Investment Research acquired WealthPlanners to expand wealth management advisory capabilities and advisor continuity.

Key Details

Transaction
Cambridge Investment Research acquires WealthPlanners
Reported Value
$800 million

Source

Read full article on news.google.com

via Google News - themiddlemarket.com · March 27, 2026

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