News, Comment & Analysis results for M and A

M and A
October 2, 2025

Deals Of The Day: The Latest In Wealth Management M&A – Savant, Gryphon

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

M and A
September 26, 2025

Deals Of The Day: The Latest In Wealth Management M&A – Baird, Reinhart

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

M and A
September 25, 2025

Deals Of The Day: The Latest In Wealth Management M&A – Janus Henderson, Victory Park, CNO

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

M and A
September 23, 2025

Deals Of The Day: The Latest In Wealth Management M&A – Elevation Point, Loxahatchee Capital

The latest mergers, acquisitions and other corporate actions in the North American wealth

M and A
September 16, 2025

Corient's Acquisition Drive Continues, Buys Connecticut-Based RIA

September is turning out to be quite a month for the wealth management business as it announces yet

M and A
September 15, 2025

Summit Financial Advisors Joins MAI Capital Management

The California-based firm brings $570 million in client assets to MAI’s national platform

M and A
September 12, 2025

Deals Of The Day: The Latest In Wealth Management M&A - Bluespring

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

M and A
September 10, 2025

Deals Of The Day: The Latest In Wealth Management M&A – SEIA, Select Money Management, Beacon Pointe

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

M and A
September 9, 2025

Deals Of The Day: The Latest In Wealth Management M&A – Cerity, Graypoint

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

M and A
September 5, 2025

Corient Keeps Up M&A Momentum, Acquires $3.5 Billion MFO

In case anyone thought it was safe to take their eye off Corient, the Miami-based firm is back yet

Comment & Analysis results for M and A