News, Comment & Analysis results for MAI Capital Management
Summit Financial Advisors Joins MAI Capital Management
The California-based firm brings $570 million in client assets to MAI’s national platform
MAI Capital Management Partners With Evoke Advisors
The combination will create a national firm with about $60 billion in assets under management and
Summary Of North American Senior Wealth Management Moves – April 2025
A summary of the moves in the North American wealth sector, covering a number of types of firm,
Summary Of Mergers, Acquisitions In North American Wealth Management Q1 2025
Among the larger deals was the Corient transaction for Geller's family office business, an
Digital Digest: The Latest Tech News – MAI Capital Management, iCapital
The latest technology news in the wealth management sector from around the world.
MAI Capital Management Expands Sports, Entertainment Services
The contributors come from Cincinnati-based Constellation Sports Council, a privately held wealth
Deals Of The Day: The Latest In Wealth Management M&A – CAPTRUST, WCG, Others
The latest mergers and acquisitions in the North American wealth management industry.
Summary Of North American Wealth Management M&A From July To End-2024
A summary of mergers and acquisitions in the North America wealth sector during July, August,
Deals Of The Day: The Latest In Wealth Management M&A? – Copia, Kinship, Wellington-Altus, MAI
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Deals Of The Day: The Latest In Wealth Management M&A – Prospera, MAI Capital Management
The latest mergers, acquisitions and other corporate actions in the wealth management sector.