News, Comment & Analysis results for Legal
Deals Of The Day: The Latest In Wealth Management M&A – Modern Wealth Management, Legacy Wealth Management, Others
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Deals Of The Day: The Latest In Wealth Management M&A – Savant, Exencial, Heller, EP Wealth, Others
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Carlyle Acquires Majority Stake In MAI Capital Management
The transaction reinforces a trend of private equity firms buying stakes in North American wealth
US Wealth Manager Buys UK's MASECO
The purchase of MASECO is another case of North American groups buying into the UK's wealth
Corebridge, Equitable Holdings Enter $22 Billion Merger
The firms, both which are listed in New York, said they will create a major retirement, life,
Tax, Estate Planning In Focus – In Conversation With Pathstone
FWR talks to a senior figure at Pathstone and its affiliate organization, Willow Street, about the
How Thoughtful Charitable Trust Drafting, California Law Preserve Donor Intent
Structures such as endowments evolve and businesses can change, which means trustees and charitable
Tax, Estate Planning Season Appears Less Fraught; Uncertainties Linger
In this feature, FWR talks to US wealth advisors and other experts about the tax, estate and
Deals Of The Day: The Latest In Wealth Management M&A – WisdomTree
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Abacus Takes Minority Stake In $18 Billion AuM Wealth Manager
The deal includes an agreement to foster mutual growth in areas including product distribution and