The latest mergers, acquisitions and other corporate actions in the wealth management sector.

Integrated Insurance Solutions, Appel Insurance Advisors
Integrated Insurance Solutions, a specialized insurance consulting and planning firm, has acquired Appel Insurance Advisors for an undisclosed sum.

The combined groups deliver sophisticated life insurance, disability income protection, long-term care, estate and business planning strategies for financial advisors in the US, Integrated Insurance Solutions said in a statement this week.

The transaction sees Appel founder David Appel join the business. Appel has more than 30 years’ experience in the sector. His arrival “further strengthens the firm’s ability to support Integrated Partners financial advisors as well as other advisors, RIAs, family offices, CPA firms, and attorneys working with business owners, high net worth and ultra-high net worth clients,” Integrated said.

“As client circumstances become more complex, advisors need deeper expertise and a more integrated approach to risk management. That’s exactly what this platform delivers,” Peter Kaplan, executive vice president and head of planning and insurance solutions at Integrated Partners, said.
Investment advice is offered through Integrated Partners, an RIA with $25 billion in assets under advisement.