Lincoln International Acquires Marshberry
WealthManagement.com
WealthManagement.com is the digital resource of all things wealth management for financial advisors and estate planning.
MarshBerry , an Ohio-based M&A consultancy active in the insurance and wealth management sectors, is slated to become part of investment bank and advisory Lincoln International.
Chicago-based Lincoln has signed an agreement to acquire MarshBerry to bolster its position in the financial services sector, including insurance brokerage, distribution and wealth management. The deal is subject to regulatory approval. Financial terms of the deal were not disclosed.
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Focused on the Future: Breadwinner Women, Gen Z and Succession with Bridget Venus Grimes
In this episode of the Focused on the Future podcast, host Suzanne Siracuse talks with Bridget Venus Grimes, CFP® , CFP, founder and president of WealthChoice LLC and co‑founder of Equita Financial Network , about centering a firm on breadwinner women, elevating Gen Z through a Rising Professionals program and crafting succession plans that reflect a founder’s values.
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Ask the Experts: How the One Big Beautiful Bill Act Changes the Way Practitioners Use Estate-Planning Strategies
Date: September 17th, 2025 | Time: 2:00 pm EDT
Part 2 of our webinar series on the One Big Beautiful Bill Act (OBBBA). This session will address how the OBBBA will affect the viability of certain existing estate-planning strategies and may change how your clients want to handle their estate plans. Our speakers will give an overview of the following key topics and answer your pre-submitted questions:
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