News, Comment & Analysis results for Mercer Capital

M and A
September 19, 2023

Why RIA Mergers, Acquisitions Buck A Global Trend

Whatever else might be happening in the global economy and the corporate marriages, restructurings

M and A
March 27, 2023

How Is RIA Merger, Acquisition Market Reacting To Rising Rates?

Further rises to US interest rates, and the drama around Silicon Valley Bank and other lenders such

M and A
December 22, 2022

What’s Wrong With Envestnet, Goldman Sachs And CI Financial?

Family Wealth Report's US correspondent Charles Paikert takes a hard look at three firms that have

Strategy
December 19, 2022

Five Big M&A Questions for 2023

Here is the second in a series of analyses of the North American wealth management scene by US

M and A
December 15, 2022

Why Mercer Advisors Is The Leading RIA Acquirer

Mercer Advisors has been by far the most energetic acquirer of wealth management firms over recent

M and A
November 22, 2022

M&A Decline: New Trough Or Brief Bump?

There has been a notable drop in mergers and acquisitions involving registered investment advisors;

M and A
May 25, 2022

RIA Investment Banker Sells Out; Insists M&A Market Remains Strong

A firm involved in a significant wealth sector M&A deal talks about its move and about the wider

Strategy
April 19, 2022

Does The CI Financial IPO Make Sense?

This news service casts an eye over the recent splurge of wealth management acquisitions by

Strategy
February 28, 2022

Why Partners Should Review Their Buy-Sell Agreements – Now

It is vital for advisory firms to review those agreements before partners face a crisis or an

M and A
June 23, 2021

RIA Mergers, Acquisitions At Mid-Year - State Of The Market

There's no reason, wealth industry figures say, why there won't be more busy M&A activity affecting

Comment & Analysis results for Mercer Capital