News, Comment & Analysis results for M and A
Janus Henderson Steps Up Private Credit Capabilities With Acquisition
The international asset manager has agreed to buy a private credit investment house – a sector
Summit Financial Acquires Meeder WM
US-based Summit Financial Holdings, an investment advisory private partnership with over 40 years
Scotiabank Agrees To Buy A Chunk Of KeyCorp
In buying 14.9 per cent of the Ohio-headquartered bank, Canada's Scotiabank is buying a business
US Investment Bank Agrees To Buy Wealth, Insurance Advisory Business
The firm being acquired is in the M&A advisory business itself – working with wealth managers,
US RIA Mergers, Acquisitions Volume Holds Steady, Tailwinds Endure
The forces at work driving consolidation in the RIA industry appear to hold steady, as does the
Deals Of The Day: The Latest In Wealth Management M&A – Vistra, Phoenix American
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
JTC Completes Another US Trust Business Acquisition
JTC, a global professional services business headquartered in Jersey, has completed its latest
Cetera Financial Group Adds To Southern California Footprint
The credit union with which Cetera is partnering serves a membership base with about $3.4 billion
The Next Frontier For RIA Mergers And Acquisitions
There is a growing trend of multi-family offices and registered investment advisors (MFOs, it
Deals Of The Day: The Latest In Wealth Management M&A – Bluespring, Rodgers & Associates
The latest mergers, acquisitions and other corporate actions in the wealth management sector.