News results for M and A

M and A
June 7, 2023

Hightower Adds Another RIA To Its Collection

The developments are an example of the M&A and consolidation activity that has become a marked

M and A
June 6, 2023

Mercer Buys Wisconsin Wealth Manager, Continues M&A Drive

Mercer has been one of the most prominent acquirers of wealth management firms in the North

M and A
June 2, 2023

Deals Of The Day: The Latest In Wealth Management M&A – Hightower

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

M and A
May 31, 2023

TMI Holdings To Merge With Argent Financial Group

Subject to approvals from regulators and stockholders, the deal means that Argent will oversee more

M and A
May 30, 2023

LPL Financial Group Partners With Illinois Wealth Manager

Another example of partnerships developing in the North American wealth sector.

M and A
May 25, 2023

CI Financial Sells Minority Stake In US Wealth Business

The Canadian firm has shaken up the US wealth sector in recent years by buying a clutch of firms

M and A
May 24, 2023

US Wealth Manager Makes Further Acquisition

The transaction, which is the 19th that Merit has made since December 2020, is part of a continued

M and A
May 22, 2023

US, UK International Law Firms Ink Merger

The union of these US and UK law firms builds what the organizations said will be an "integrated

M and A
May 17, 2023

US-Listed MFO Group Expands Into Singapore With Acquisition

AITi has been busy – expanding out of the merger between a US and London multi-family office –

M and A
May 17, 2023

Miami-Based Wealth House Joins Dynasty Network

The firm, which wants to pursue merger and acquisition deals with advisors in the

Comment & Analysis results for M and A

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

M and A
January 25, 2023

Schwab, Family Wealth Alliance Say Marriage Was Logical Step

After yesterday's report that Charles Schwab has agreed to buy Chicago-based Family Wealth

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

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
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

M and A
May 14, 2021

Critical Transition Lessons For Wealth Managers

DeVoe & Company, a firm that covers the mass of M&A activity that has been happening in the North

M and A
November 3, 2020

Europe's Investment House Makes "Significant" Investment Into Sanctuary Wealth

The Milan-based business is tapping into what it sees as an important wealth management growth

M and A
October 8, 2020

M&A Spree Shows Scale Is Name Of The Game

A prominent figure in the North American wealth space ruminates on a spate of M&A activity,

M and A
September 17, 2020

WEALTH TALK: Focus On Possible Bank Mega-Merger

It may be a speculative story at this stage, but a recent report, quoting unnamed sources, saying