News results for M and A

M and A
January 19, 2022

Beacon Pointe Completes 2021 Acquisition Spree

The firm, based in Newport Beach, has made a number of deals at a busy time for M&A in the North

M and A
January 18, 2022

Deals Of The Day: The Latest In Wealth Management M&A – Mercer

The latest deals and transactions in and around North American wealth management.

M and A
December 2, 2021

Mariner Chalks Up 10th Wealth Acquisition For 2021

The US firm announced its latest acquisition, highlighting why 2021 has been such a strong year for

M and A
January 14, 2022

Citigroup Continues Pivot From Consumer Banking

The US bank is moving away from consumer banking in a number of countries and focusing more on

M and A
January 12, 2022

Deals Of The Day: The Latest In Wealth Management M&A – Mercer, Merit, Laird Norton

The latest deals and transactions in and around the North American wealth management sector.

M and A
January 7, 2022

Deals Of The Day: The Latest In Wealth Management M&A – Parthenon, RSM, EP Wealth Advisors

The latest mergers, acquisitions and corporate actions in and around the North American wealth

M and A
January 5, 2022

Are RIAs Addicted To M&A?

Are mergers and acquisitions a wise strategy for RIAs, private equity firms and other players in

M and A
January 5, 2022

Deals Of The Day: The Latest In Wealth Management M&A – LaSalle St.

The latest mergers, acquisitions and corporate actions in and around the North American wealth

M and A
January 5, 2022

Hightower Kicks Off 2022 With Another Deal

The Chicago-based business has acquired a firm in its home town, starting off the new year with a

M and A
January 4, 2022

Focus Wraps Up Record Partnership, M&A Year

Focus said that it has amassed a total of 14 new partners and signed 24 mergers during 2021.

Comment & Analysis results for M and A

M and A
June 23, 2021

RIA Mergers, Acquisitions At Mid-Year - State Of The Market

There's no reason, wealth industry figures say, why there won't be more busy M&A activity affecting

M and A
May 14, 2021

Critical Transition Lessons For Wealth Managers

DeVoe & Company, a firm that covers the mass of M&A activity that has been happening in the North

M and A
November 3, 2020

Europe's Investment House Makes "Significant" Investment Into Sanctuary Wealth

The Milan-based business is tapping into what it sees as an important wealth management growth

M and A
October 8, 2020

M&A Spree Shows Scale Is Name Of The Game

A prominent figure in the North American wealth space ruminates on a spate of M&A activity,

M and A
September 17, 2020

WEALTH TALK: Focus On Possible Bank Mega-Merger

It may be a speculative story at this stage, but a recent report, quoting unnamed sources, saying

M and A
June 16, 2020

Wealth Sector Foreign Buyers Shrug Off Pandemic

A number of firms in North America have been snapped up by foreign buyers, setting aside problems

M and A
August 9, 2019

The Refinitiv Deal: What It Means For Wealth Management

Figures on both sides of the Atlantic ponder what the takeover of Refinitiv, a major player in the

M and A
October 1, 2018

ANALYSIS: Capital, Demographics Driving Wealth Management M&A

This news service talks to North American wealth managers about why they think there's so much M&A

M and A
July 19, 2018

Dynasty Sees Bigger RIAs Over Horizon

The rising RIA sector requires capital but that's not easy to unlock from banks. An organization

M and A
November 11, 2016

GUEST ARTICLE: Don't Make These Mistakes When Acquiring A Wealth Management Firm

The business of buying - or selling a wealth management firm has its particular challenges. Not all