News, Comment & Analysis results for M and A

M and A
October 25, 2024

RIA Merger And Acquisitions Momentum Endures; Deal Sizes Rise – DeVoe

At a time when certain wealth management deals are counted in tens of billions of dollars in AuM,

M and A
October 25, 2024

Deals Of The Day: The Latest In Wealth Management M&A – Lovell Minnick, Americana

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

M and A
October 25, 2024

Modern Wealth Management Buys $1.4 Billion Firm

The registered investment advisor said it plans more acquisitions through year-end.

M and A
October 22, 2024

Lido Advisors Acquires RIA

The combination with Pegasus Partners will see that firm's team members join Lido Advisors.

M and A
October 22, 2024

Hightower Buys Majority Stake In Consultant, OCIO Firm

The combination of Hightower, its affiliates, and NEPC represents $258 billion in AuM. The move

M and A
October 21, 2024

US-Based Foundation Source Expands Capabilities With Acquisition

The deal means that Foundation Source can now offer a donor-advised fund platform with an efficient

M and A
October 17, 2024

Pathstone Boosts AuM By $45 Billion In Latest Acquisition

In what is already a busy M&A market in wealth management, Pathstone made a big splash yesterday

M and A
October 11, 2024

Deals Of The Day: The Latest In Wealth Management M&A – Matter Family Office, Forsyth Partners

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

M and A
October 10, 2024

Cetera Continues Acquisitions

The move continues a run of acquisitions and arrivals to Cetera.

M and A
October 9, 2024

Robertson Stephens WM Passes Above $7 Billion AuM Mark With New Deal

This transaction – the financial terms of which were undisclosed – is the fifth the firm has

Comment & Analysis results for M and A