Strategy
April 25, 2025

Wealth Management, Advisor Coalition Expands

The coalition of North American firms, called the Net Positive Consortium in Wealth Management,

M and A
February 5, 2024

Deals Of The Day: The Latest In Wealth Management M&A – Carson Wealth

The latest mergers, acquisitions and other corporate actions in the wealth management sector.

M and A
March 3, 2022

Deals Of The Day: The Latest In Wealth Management M&A – Cerity, Mercer

The latest mergers, acquisitions and other corporate transactions in the North American wealth

WM Market Reports
December 23, 2020

Can SPACs Work In The RIA Market?

The number of special purpose acquisition companies entering the market has risen by more than four

M and A
August 6, 2020

Mercer Continues Acquisition Drive

Mercer has made a number of acquisitions, with this deal widening its presence in Colorado. Recent

M and A
December 11, 2019

Another Acquisition For Mercer

The M&A carousel in North American wealth management keeps humming.

WM Market Reports
October 12, 2016

Time Really Is Money In Building Profitable Wealth Management - SEI Study

A study exploring the most potent use of fund managers' and investment professionals' time brings

New Products
July 15, 2014

SEI Rolls Out Business "Pathfinder" Program Focused On Succession Planning

SEI has launched a business “pathfinder” program with The Bancorp and FP Transitions, designed

Strategy
July 3, 2014

Concerns Over Succession Planning Spread To End-Clients - Signature's Stance

FWR spoke to Justin Fulton, principal at Signature, about the firm’s conscious effort in building

Client Affairs
February 13, 2013

National Planning Holdings Offers Advisors Succession Planning Support