News, Comment & Analysis results for M and A
Acquisition Drive Elevates Sanctuary Wealth's Client Assets
The rise in assets comes amidst a wider industry trend of mergers and acquisitions.
Have RIA M&A Valuations Peaked?
RIA valuations are not rising, even though competition for deals is strong and private equity money
Caprock Buys Austin-Based Venturi Private Wealth, Adds $4 Billion AuM
The consolidation trend in North American wealth management continues.
Deals Of The Day: The Latest In Wealth Management M&A – Aspen Standard Wealth, CWS, Carson, Hightower
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Wealth Sector M&A Powers Ahead Even As Financial Services Megadeals Dry Up
One detail of the report is a divergence between deal volume and deal value in financial services
Focus Financial Trio Complete $10 Billion-Plus AuM Merger
The move is an example of how Focus Financial Partners has been converting many of its
Deals Of The Day: The Latest In Wealth Management M&A – EP Wealth, Janus Henderson, Others
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Corient Acquires Paris-Based Letus Private Office As M&A Drive Rolls On
The business being acquired was founded a decade ago – adding to a range of wealth management
Deals Of The Day: The Latest In Wealth Management M&A – Marmo, Cetera Planning Partners
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Deals Of The Day: The Latest In Wealth Management M&A – Modera, Northstar
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
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;