News, Comment & Analysis results for Laird Norton Wealth Management

M and A
April 11, 2024

Summary Of North American M&A For January, February And March 2024

A summary of M&A moves in the first three months of 2024. Prominent names in the mix included MAI,

M and A
January 12, 2024

Deals Of The Day: The Latest In Wealth Management M&A – Laird Norton Wetherby

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

Wealth Strategies
September 12, 2023

How Advisors Are Cashing In On Cash

Rising interest rates have reminded investors of the attractions of holding cash in certain

New Office
July 20, 2023

Laird Norton Opens South Dakota Office, Expands Trusts Footprint

This publication regularly tracks trusts and other structures used in the North American wealth

People Moves
February 9, 2022

Who's Moving Where In Wealth Management? – BNY Mellon WM, Participant Capital Advisors, Others

The latest senior moves in North American wealth management.

M and A
January 12, 2022

Deals Of The Day: The Latest In Wealth Management M&A – Mercer, Merit, Laird Norton

The latest deals and transactions in and around the North American wealth management sector.

M and A
January 12, 2022

CI Financial Buys Canadian Multi-Family Office

Although North American wealth sector M&A has been dominated by registered investment advisors, a

People Moves
August 12, 2021

Summary Of North America Senior Wealth Management Moves - June 2021

June continued what has been a busy year for moves and hires in the North American wealth

People Moves
June 18, 2021

Seattle's Laird Norton WM Appoints New Investment Chief

The new CIO comes with three decades of experience, working at firms such as Northern Trust,

M and A
December 2, 2020

Pacific Northwest Wealth Houses Merge

The deal is an example of the kind of business growth in the Seattle and wider Pacific Northwest

Comment & Analysis results for Laird Norton Wealth Management