News results for M and A

M and A
February 22, 2023

Titan Wealth Secures Backing From Parthenon To Drive Growth

The move follows a number of cases where US private equity money is being used to invest in wealth

M and A
February 22, 2023

ZEDRA completes rebrand of US and Curaçao-based Atlas Fund Services

The new teams say that the merger will help them attract the skilled talent they need to to

M and A
February 21, 2023

Ohio-Based Firm Buys Multi-Family Office

The business will more than double Sequoia's assets under management in its family wealth practice.

M and A
February 17, 2023

Dynasty Agrees To Buy TruClarity

This transaction agreement for an undisclosed sum is a reminder of how busy the wealth management

M and A
February 14, 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
February 10, 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
February 10, 2023

Steward Partners Continues Bringing More Firms Under Umbrella

Since the start of 2023 wealth managers with a total of almost $700 million in assets under

M and A
February 9, 2023

Mirador Completes Fusion Financial Partners Acquisition

The announcement adds to a number of acquisitions that have been completed early this year.

M and A
February 8, 2023

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

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

M and A
February 6, 2023

Summary Of Mergers And Acquisitions In North American Wealth Management – January 2023

The first month of 2023 saw a number of wealth managers complete M&A deals that had been in the

Comment & Analysis results for M and A

M and A
October 1, 2018

ANALYSIS: Capital, Demographics Driving Wealth Management M&A

This news service talks to North American wealth managers about why they think there's so much M&A

M and A
July 19, 2018

Dynasty Sees Bigger RIAs Over Horizon

The rising RIA sector requires capital but that's not easy to unlock from banks. An organization

M and A
November 11, 2016

GUEST ARTICLE: Don't Make These Mistakes When Acquiring A Wealth Management Firm

The business of buying - or selling a wealth management firm has its particular challenges. Not all

M and A
November 23, 2015

RBC On Its Latest US Wealth Management Growth Endeavor

Royal Bank of Canada finalized its acquisition of City National Bank this month, deepening its

M and A
August 3, 2015

INTERVIEW: What Next For Advent Now That It's A Unit Of SS&C?

Family Wealth Report caught up with Advent to find out more about how the business is going to

M and A
February 12, 2015

Quest For "Quality Assets" May Be Returning In Global Wealth Management M&A - Scorpio

Here is an overview of findings from Scorpio Partnership’s 2015 Wealth Management Deal Tracker

M and A
September 22, 2014

INTERVIEW: Pitfalls Associated With Advisor Business Transitions

James Poer of NFP Advisor Services talks about some of the factors behind increased M&A activity in

M and A
August 8, 2014

INTERVIEW: A Closer Look At The Recent Acquisition Of Banyan Partners By Boston Private Bank

Family Wealth Report speaks to Peter Raimondi, chief executive at Banyan Partners, which was

M and A
February 21, 2012

Exclusive: Casady Outlines LPL’s Plans For Fortigent

LPL Investment Holdings is prepared to pour money into Fortigent - even if it means forgoing

M and A
February 17, 2012

LPL Deal Won’t Change Fortigent Team Or Focus, Putterman Tells Clients

Fortigent’s top management isn’t going anywhere as a result of its impending acquisition by