News, Comment & Analysis results for The Mather Group
Have RIA M&A Valuations Peaked?
RIA valuations are not rising, even though competition for deals is strong and private equity money
Deals Of The Day: The Latest In Wealth Management M&A – TMG, Raymond James
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Deals Of The Day: The Latest In Wealth Management M&A – TMG, Hogan Knotts
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Who's Moving Where In Wealth Management? – CBIZ, Fiduciary Trust Company, Others
The latest moves, appointments, personnel changes in North American wealth management.
Summary Of Moves In North American Wealth Management – September 2025
A roundup of moves, appointments and personnel changes in North American wealth management during
Who's Moving Where In Wealth Management? – Diversify, LinePoint Partners & Co, Others
The latest moves, appointments and other personnel changes in the North American wealth management
Deals Of The Day: The Latest In Wealth Management M&A – Mather, Pillar
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Summary Of North American Wealth Management Senior Moves – October 2024
A roundup of moves in the industry during October.
Who's Moving Where In Wealth Management? – Perigon
The latest moves, appointments and personnel changes in North American wealth management.
US Investment Bank Agrees To Buy Wealth, Insurance Advisory Business
The firm being acquired is in the M&A advisory business itself – working with wealth managers,