News, Comment & Analysis results for M and A

M and A
March 9, 2026

Deals Of The Day: The Latest In Wealth Management M&A – MCF Advisors, WPC

The latest mergers, acquisitions and other corporate actions in the wealth management sector.

M and A
March 6, 2026

Carson Acquires 40th Wholly-Owned Wealth Firm

The latest mergers, acquisitions and other corporate actions in the wealth management sector.

M and A
March 5, 2026

Emigrant Builds Out Family Office Capabilities With Acquisition

The purchase of the Fortis Management Group – for an undisclosed sum – is part of Emigrant

M and A
March 5, 2026

Hightower's "Signature" Division Grows With $5 Billion Firm

The move highlights the new division that Hightower announced last year.

M and A
March 5, 2026

Deals Of The Day: The Latest In Wealth Management M&A – MSCI, Compass

The latest mergers, acquisitions and other corporate actions in the wealth management sector.

M and A
March 4, 2026

Savant Seals Largest Partnership Deal To Date In Massachusetts

The nationwide wealth management group said the deal – the price of which wasn't disclosed –

M and A
March 4, 2026

Deals Of The Day: The Latest In Wealth Management,M&A – Carson Group, Applied, MSCI, Aspen

The latest mergers, acquisitions and other corporate actions in the wealth management sector.

M and A
March 2, 2026

Deals Of The Day: The Latest In Wealth Management M&A – EP Wealth, SolomonEdwards, Others

The latest mergers, acquisitions and other corporate actions in the wealth management sector.

M and A
February 26, 2026

Deals Of The Day: The Latest In Wealth Management M&A – Osaic, Bard

The latest mergers, acquisitions and other corporate actions in the wealth management sector.

M and A
February 25, 2026

Beacon Pointe Acquires $1.2 Billion Firm, Expands East Coast Footprint

The latest mergers, acquisitions and other corporate actions in the wealth management sector.

Comment & Analysis results for M and A