DPL Financial Partners Acquires AnnuityFix and Johnstone Brokerage Services
September 20, 2023
DPL Financial Partners announced it is acquiring AnnuityFix and its affiliated broker-dealer, Johnstone Brokerage Services, to broaden capacity within its Breakaway Accelerator program for advisors transitioning to fee-based models. Grant Johnstone, AnnuityFix's founder, will join DPL as chief compliance officer and chief legal officer and the target's employees will join DPL; the deal is subject to regulatory approval.
- Buyers
- DPL Financial Partners
- Targets
- AnnuityFix, Johnstone Brokerage Services
- Industry
- Wealth Management
- Location
- United States
- Transaction Type
- Buyout
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