News, Comment & Analysis results for M and A

M and A
April 3, 2024

California's EP Wealth Advisors Adds $1.2 Billion Firm

Both firms in the transaction are based in California.

M and A
April 2, 2024

iCapital Agrees To Buy Mirador, Raises Data, Reporting Game

Having established itself for more than a decade as a fintech platform focused on alternative

M and A
April 1, 2024

M&A (And PE) Pro Tips For RIA Buyers And Sellers

FWR's US correspondent recently moderated a webinar to glean insights from some of the most active

M and A
April 1, 2024

Deals Of The Day: The Latest In Wealth Management M&A – EisnerAmper, Tidwell

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

M and A
March 27, 2024

US-Based Integrated Partners Forms New Collaboration

The RIA is partnering up with a business, which operates in Southern California, that provides

M and A
March 27, 2024

Deals Of The Day: The Latest In Wealth Management M&A – Advisory Services Network

The latest moves and appointments in wealth management in the Americas.

M and A
March 21, 2024

RIA Mergers, Acquisitions Hold Up Despite Chill Winds; Optimistic Tone – Study

A report examines the forces shaping mergers and acquisition activity in the North American wealth

M and A
March 21, 2024

Multi-Family Office Acquires Chicago-Based Advisor

The deal, which takes Caprock's total assets under advisement to more than $11 billion, is part of

M and A
March 14, 2024

Carson Wealth Adds Team, Expands Nebraska Footprint

The group has expanded via a number of additions in recent months.

M and A
March 13, 2024

Osaic Adds $210 Million Latitude Wealth Advisors

The latest moves and appointments in wealth management in the Americas.

Comment & Analysis results for M and A

M and A
August 8, 2014

INTERVIEW: A Closer Look At The Recent Acquisition Of Banyan Partners By Boston Private Bank

Family Wealth Report speaks to Peter Raimondi, chief executive at Banyan Partners, which was

M and A
December 17, 2013

Wealth Management M&A Reached "Fever Pitch" Level In 2013 - Scorpio

The pace of global wealth management consolidation reached a “fever pitch” level in 2013 with

M and A
August 15, 2013

INTERVIEW: UK Specialist Investment House Seeks New Brand Identity

M and A
October 5, 2012

INTERVIEW: Falcon Swoops On Venerable Swiss Firm; Eyes More Industry M&A

One of the oldest names in banking history will be consigned to the archives when Falcon Private

M and A
February 21, 2012

Exclusive: Casady Outlines LPL’s Plans For Fortigent

LPL Investment Holdings is prepared to pour money into Fortigent - even if it means forgoing

M and A
February 17, 2012

LPL Deal Won’t Change Fortigent Team Or Focus, Putterman Tells Clients

Fortigent’s top management isn’t going anywhere as a result of its impending acquisition by

M and A
November 14, 2011

Aspiriant Eyes Asia Market; Kochis Elected to Financial Planning Standards Board

US wealth manager Aspiriant is on the hunt for a collaborative partnership with a Asian firm or

M and A
January 20, 2011

Timing Is Everything As IFAs Consider M&A Options

UK Independent financial advisors should not rush to consider mergers or acquisitions but IFAs

M and A
May 4, 2010

Australia's Battle Of Investment Platforms - Competition Authority Weighs In

National Australia Bank's takeover of AXA Asia Pacific was recently scuppered by a ruling from the

M and A
March 28, 2010

Big Changes Loom In Australia's Wealth Management Landscape