Wealth Management M&A Decelerated Slightly In Q3, Trend Still Strong
October 10, 2019
There was a small dip in the pace of wealth management mergers and acquisitions in the latest
There was a small dip in the pace of wealth management mergers and acquisitions in the latest
The acquisition means CAPTRUST has 234 advisors across 48 locations.
The business was founded 45 years ago.
The deal broadens access to financial planning for life goals to wealthy communities in the
The formalized merger will create one of the largest registered investment advisors in the US
Fortigent’s top management isn’t going anywhere as a result of its impending acquisition by
Merger and acquisition prospects for wealth managers are improving, and will brighten even more as
The completion, on 2 July, of both Bank of America’s $3.3 billion acquisition of US Trust
The past six months have seen US wealth managers generate a flurry of mergers and acquisitions, as