News results for M and A

M and A
January 6, 2023

Prime Capital Investment Advisors Buys Another Firm, Targets Sustainability Space

PCIA has snapped up a number of wealth management businesses in recent months.

M and A
January 6, 2023

Emigrant Partners Takes Minority Stake In Dakota Wealth Management

The start of 2023 has seen a number of wealth management firms complete their acquisitions and

M and A
January 6, 2023

Deals Of The Day: The Latest In Wealth Management M&A – Withers, Dossey & Jones

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

M and A
January 5, 2023

RIA Completes Two Acquisitions, Adds Nearly $3 Billion AuM

The transactions, which have taken the RIA's AuM up to about $14.5 billion, are examples of

M and A
January 5, 2023

Argent Expands Southeastern Footprint

The Louisiana-based group has expanded its assets and market presence with its acquisition of

M and A
January 4, 2023

Tiedemann, Alvarium Complete Merger

The enlarged firm now runs or advises on about $60 billion in combined assets. The M&A deal

M and A
December 22, 2022

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

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

M and A
December 21, 2022

Private Investment House Takes Stake In Massachusetts Firm

The strategic minority stake is in a business that oversees $6 billion in client assets.

M and A
December 19, 2022

AssetMark Completes Adhesion Wealth Deal

Under the deal, AssetMark has acquired total billable assets of $7.2 billion (based on figures as

M and A
December 16, 2022

Deals Of The Day: The Latest In Wealth Management M&A – STP Investment Services, WealthSite

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

Comment & Analysis results for M and A