News, Comment & Analysis results for M and A

M and A
May 21, 2025

Rebranded Wealth Manager Launches On Bluespring Platform

The Bluespring Wealth Partners platform is the launchpad for a rebranded business composed of 18

M and A
May 20, 2025

Summary Of Mergers, Acquisitions In North American Wealth Management Q1 2025

Among the larger deals was the Corient transaction for Geller's family office business, an

M and A
May 14, 2025

Hightower Takes Stake In Lindbrook Capital

Chicago-headquartered Hightower, a registered investment advisor (RIA), has made its first

M and A
May 12, 2025

Mercer Advisors Pushes Past 100 Acquisitions

Denver-headquartered Mercer Advisors, a national Registered Investment Advisor, and a large

M and A
May 2, 2025

Savant, Lido Bulk Up With Acquisitions

Here are two deals by RIAs of the kind that have been a feature of wealth management M&A in the

M and A
May 2, 2025

Deals Of The Day: The Latest In Wealth Management M&A – Foundation Source, Giving Place

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

M and A
April 30, 2025

Deals Of The Day: The Latest In Wealth Management M&A – EP Wealth, Modern Wealth, Others

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

M and A
April 29, 2025

F2 Strategy Makes Another Acquisition

The acquisition enables F2 to launch a new strategic service, it said.

M and A
April 25, 2025

Wealth Management M&A Shrugs Off Market Turmoil – ECHELON Partners

The investment bank and advisor to the wealth management industry in North America gives its latest

M and A
April 25, 2025

Deals Of The Day: The Latest In Wealth Management M&A – Integrated, Albritton, RBC WM, MK Group

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

Comment & Analysis results for M and A