News, Comment & Analysis results for M and A
Deals Of The Day: The Latest In Wealth Management M&A – The Mather Group, Legacy Consulting Group
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Four Raymond James Teams Join Ascentis Independent Advisors
Under terms of the move, the California and Colorado teams, which have operated as a single Raymond
Bahnsen Group Adds Hightower Naples In First Deal
The transaction will bring Hightower Naples’ nine-person team into The Bahnsen Group, expanding
Cresset Close To National Advisors Trust Deal
The Cresset trust and services division will be moved onto the NAT platform.
KKR Leans Further Into Funds Administration Play With $5.1 Billion Acquisition
The fund administration sector is an important element of the financial "plumbing" that wealth
Deals Of The Day: The Latest In Wealth Management M&A – Bloomberg Completes Canoe Purchase
Canoe Intelligence sits at the center of developments in the way that alternative investments data
Concurrent Buys Its First Platform Business, Acquires $5.4 Billion In Assets
The is the first time the Florida-based business has bought another platform business, taking total
Cerity Merges With Three US Wealth Houses, Totaling $2.07 Billion AuM
The US wealth management group has merged with a trio of firms across the country.
Hightower Signature Wealth Acquires Massachusetts-Based Firm
The transaction, when closed, is slated to bring about $752 million of assets to the Hightower
Procyon Acquires New Jersey Firm
The deal, when closed, will add approximately $415 million in assets under management.
Comment & Analysis results for M and A
After The Honeymoon: How To Handle Post-M&A Integration Blues
Our US correspondent looks at the flurry of big merger and acquisition deals and how to handle the
Wealth Firms Need "Matchmaking" M&A Model To Ensure Success
We talk to an advisory firm, Alaris Acquisitions. Its CEO and founder says he adopts a particular
Commonwealth Deal “Major Coup” For LPL
This news service looks at how LPL Financial's ambition to be a major wealth management force
How – And Why – MFOs Are Cashing In On The M&A Boom
Our US correspondent casts his experienced eye over the latest flurry of big merger and acquisition
Private Equity’s Iron Grip On RIAs Grows
Fresh data shows that in 2023, and early this year, private equity is an increasingly dominant
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
Schwab, Family Wealth Alliance Say Marriage Was Logical Step
After yesterday's report that Charles Schwab has agreed to buy Chicago-based Family Wealth
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
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&A Decline: New Trough Or Brief Bump?
There has been a notable drop in mergers and acquisitions involving registered investment advisors;