News, Comment & Analysis results for M and A
Focus Financial Makes First External M&A Foray Since Rebrand
This is the first external firm to be acquired by Focus since it held its brand refresh at the
RBC Wealth Management In US Adds $1.6 Billion Group
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Deals Of The Day: The Latest In Wealth Management M&A – Carson Group
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Deals Of The Day: The Latest In Wealth Management M&A – Integrated Partners, Corey Wealth
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Deals Of The Day: The Latest In Wealth Management M&A – Mather, Pillar
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Hightower Makes Another M&A Move
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Deals Of The Day: The Latest In Wealth Management M&A – PNC Bank, Aqueduct, Steward Partners
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
IQ-EQ Makes "Strategic Acquisition"
The acquired business, previously owned by a private equity house, concentrates on serving clients
Rebranded Wealth Manager Launches On Bluespring Platform
The Bluespring Wealth Partners platform is the launchpad for a rebranded business composed of 18
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