News, Comment & Analysis results for Modern Wealth Management

People Moves
April 11, 2024

Who's Moving Where In Wealth Management? – Modern Wealth Management, Abacus Group

The latest moves and appointments in wealth management in the Americas.

M and A
March 7, 2024

Modern Wealth Management Acquires $1.2 Billion Firm

While recent industry data suggests that there has been a slowdown in the pace of RIA activity

M and A
January 8, 2024

Summary Of North American M&A For September, October, November and December 2023

A summary of M&A moves in the four months to the end of December last year. Familiar names such as

M and A
October 20, 2023

Deals Of The Day: The Latest In Wealth Management M&A – Charlesbank Capital, Petra Funds, Modern Wealth

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

M and A
September 6, 2023

Deals Of The Day: The Latest In Wealth Management M&A – Modern Wealth Management, Midwest Financial

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

Awards
June 23, 2023

Nominations Open For Third Annual WealthBriefing WealthTech Americas Awards 2024

These awards are part of this news service's global program to salute outstanding practitioners in

M and A
June 13, 2023

Summary Of North American Wealth Management M&A – April, May 2023

Following a dramatic month of March, with the Silicon Valley Bank and Credit Suisse/UBS deals, the

M and A
April 26, 2023

Modern Wealth Management Acquires US Business

The acquired business was set up in 1996 and has grown into a team of 50 employees.

M and A
April 24, 2023

RIA Mergers And Acquisitions Dip In Q1, Halcyon Era Of Overbidding Cooling Off

The business of wealth management M&A in North America has changed from the frenetic pace of recent

New Products
April 6, 2023

New Acquisition-Hungry RIA Is Launched

A group of senior wealth management figures with a shared history at United Capital – later

Comment & Analysis results for Modern Wealth Management