News, Comment & Analysis results for M and A
Deals Of The Day: The Latest In Wealth Management M&A – EP Wealth Advisors, Peninsula Wealth, Coller Capital American National
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Mercer Advisors Adds Nearly $1 Billion With New Acquisitions
Denver-headquartered Mercer Advisors, a national Registered Investment Advisor, has been a large
Commonwealth Deal “Major Coup” For LPL
This news service looks at how LPL Financial's ambition to be a major wealth management force
Julius Baer Completes Sale Of Domestic Brazil Business
The Swiss bank said it will continue to operate its Brazil international business and is committed
Wealth Enhancement Acquires $4.3 Billion Firm
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
US Wealth Managers Merge, Expand Footprint
The merger enhances one of the party's capabilities in areas such as serving UHNW individuals, and
Deals Of The Day: The Latest Developments In Wealth Management M&A – Summit Financial, Gateway
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
North American Wealth M&A Rose In 2024, Sector Weathers Volatility – ECHELON
Foreign buyers, including those linked to sovereign wealth funds, were among the players in the
Virginia-Headquartered RIA Taps Dynasty Financial Partners' Capabilities
Before this arrangement, the RIA team had been at Goldman Sachs.
AITi Tiedemann Makes Its First European Acquisition
The wealth manager and multi-family office has bought its first European business, a German MFO