News, Comment & Analysis results for Cerity Partners
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
Cerity Merges With Three US Wealth Houses, Totaling $2.07 Billion AuM
The US wealth management group has merged with a trio of firms across the country.
Summary Of Senior Moves In North American Wealth Management – July 2026
The latest monthly collection of moves in North America's wealth management sector.
Advisor Consolidation, US-UK Dealflow Strong; Australia Offers Promise – Report
At the half-way point of 2026, a firm examines transaction trends for wealth management in three
Have RIA M&A Valuations Peaked?
RIA valuations are not rising, even though competition for deals is strong and private equity money
Who's Moving Where In Wealth Management? – Fiduciary Trust International, Cerity, Prairie Wealth, Others
The latest senior appointments, moves and personnel changes in the North American wealth sector.
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
Most Interesting Questions For 2026
We gaze into the crystal ball for the main likely trends for the coming 12 months, and also take
Summary Of North American Wealth Management Senior Moves – November 2025
A summary of wealth management moves for the North American market during November.
Cerity Partners Rides Private Liquidity Trend With Nasdaq Pact
The firms said the partnership meets rising demand from private firms and their employees to gain