News, Comment & Analysis results for M and A
Deals Of The Day: The Latest In Wealth Management M&A – Carson Group
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Canada's Canaccord Genuity In Talks With Consortium To Sell UK Wealth Arm – Media
The report, if true, adds to a pattern of overseas buyers looking to acquire wealth management
Beacon Pointe Buys Three Firms As Purchases Continue
The Newport Beach, California-based RIA has added about $1.35 billion in client assets through
Elevation Point Takes Stake In Former UBS Team’s Las Vegas Practice
Truing Capital Advisors, whose founders oversaw about $750 million in client assets at UBS, will
US-Based Rothschild Financial Partners Adds Arizona Team
Alpha Rising Wealth Management, a Scottsdale-based practice, has left LPL Financial for Rothschild
RIA M&A Volume Dips, But Demand For Large Firms Still Strong
Among the details of this report is that serial acquirers dominate the buyer side, accounting for
Oury Clark Partners With G3 Partners On Transatlantic Market Entry
The UK legal and accounting firm will combine its professional services with G3 Partners’
Deals Of The Day: The Latest In Wealth Management M&A – The Mather Group, Legacy Consulting Group
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Four Raymond James Teams Join Ascentis Independent Advisors
Under terms of the move, the California and Colorado teams, which have operated as a single Raymond
Bahnsen Group Adds Hightower Naples In First Deal
The transaction will bring Hightower Naples’ nine-person team into The Bahnsen Group, expanding
Comment & Analysis results for M and A
After The Honeymoon: How To Handle Post-M&A Integration Blues
Our US correspondent looks at the flurry of big merger and acquisition deals and how to handle the
Wealth Firms Need "Matchmaking" M&A Model To Ensure Success
We talk to an advisory firm, Alaris Acquisitions. Its CEO and founder says he adopts a particular
Commonwealth Deal “Major Coup” For LPL
This news service looks at how LPL Financial's ambition to be a major wealth management force
How – And Why – MFOs Are Cashing In On The M&A Boom
Our US correspondent casts his experienced eye over the latest flurry of big merger and acquisition
Private Equity’s Iron Grip On RIAs Grows
Fresh data shows that in 2023, and early this year, private equity is an increasingly dominant
RIA Mergers And Acquisitions Dip In Q1, Halcyon Era Of Overbidding Cooling Off
The business of wealth management M&A in North America has changed from the frenetic pace of recent
Schwab, Family Wealth Alliance Say Marriage Was Logical Step
After yesterday's report that Charles Schwab has agreed to buy Chicago-based Family Wealth
What’s Wrong With Envestnet, Goldman Sachs And CI Financial?
Family Wealth Report's US correspondent Charles Paikert takes a hard look at three firms that have
Why Mercer Advisors Is The Leading RIA Acquirer
Mercer Advisors has been by far the most energetic acquirer of wealth management firms over recent
M&A Decline: New Trough Or Brief Bump?
There has been a notable drop in mergers and acquisitions involving registered investment advisors;