News, Comment & Analysis results for CAPTRUST
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
Have RIA M&A Valuations Peaked?
RIA valuations are not rising, even though competition for deals is strong and private equity money
Beacon Pointe Tops First-Quarter Acquisition Charts; M&A Remains Brisk – Data
The acquisitive-minded wealth manager continues the brisk pace of deals, as fresh industry figures
Will Integration Make Wealthspire An Industry Leader?
Our US correspondent examines developments at Wealthspire – now under new ownership – and how
Post-Takeover Analysis: Multi-Family Offices – The New M&A Battleground?
Our group editor and US correspondent examine the forces behind Corient’s stunning European UHNW
Deals Of The Day: The Latest In Wealth Management M&A – Cerity Partners, Prio Wealth
The latest mergers and acquisitions in the North American wealth management industry.
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.
Now A $100 Billion MFO, What’s Next For Pathstone?
Our US correspondent gets into the details of the multi-family office's strategy in the wake of an
OPINION OF THE WEEK: Goldman Sachs’ Questionable Excuse For RIA Debacle
Our US correspondent looks at the recent argument given by the Wall Street firm as to why its push
CAPTRUST Agrees Alternative Investment Platform Pact
The wealth manager will use the SaaS offering from CAIS.