News, Comment & Analysis results for Summitry
Summitry Names New Co-CEOs
Summitry appoints new co-CEOs, as Colin Higgins transitions into an executive chairman role, after
ANALYSIS: Is Private Equity Capital Losing Its Charm For Wealth Managers?
While the influx of private equity money into the North American wealth management sector is a well
Deals Of The Day: The Latest In Wealth Management M&A – Summitry, Vantage Wealth, 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 – Carson Group, Applied, MSCI, Aspen
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Deals Of The Day: The Latest In Wealth Management M&A – Aspen Standard Wealth, F2 Strategy, Pontera, Snowden Lane
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Summary Of North American Wealth Management M&A From July To End-2024
A summary of mergers and acquisitions in the North America wealth sector during July, August,
Aspen Standard Wealth Adds Bay Area RIA
The acquirer says it offers a "sorely needed" alternative to traditional investment firms in that