News, Comment & Analysis results for Captrust
RIA Mergers, Acquisition Dealflow Slips; Drivers Remain Powerful
Although the total number of transactions was down last year, figures point to continued brisk
Deals Of The Day: The Latest In Wealth Management M&A – Summit, Prostatis
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
US Wealth Industry M&A Bounces Back – ECHELON Partners
The field of mergers, acquisitions and other corporate activity in the US wealth sector has had its
Sizzling Cerity Partners Eyes International Markets
Our US correspondent delves into the details of Cerity Partners' busy M&A activity during 2023, the
Bluespring’s Battle To Become An M&A Player
This publication takes a detailed look at Bluespring Wealth Partners' M&A strategy and its approach
Summary Of North America Executive Moves In Wealth Management – September 2022
September produced a number of senior moves in the region's wealth management sector, with
Mercer, Merit And Savant Keep M&A Party Going
This news service hears from wealth industry figures on why the busy period of mergers and
Clashing Visions: Optimism, Recession Fears Impacting RIA M&A Market
FWR attended DeVoe & Co's recent annual conference in Chicago to hear about trends around mergers
Summit Financial Appoints CIO
The holder of the chief investment officer spot had previously worked for CAPTRUST.
Wealth Sector Dealmaking Pace Decelerated In Q1
After a busy period, some of the momentum in the North American mergers and acquisitions space