News, Comment & Analysis results for M and A
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.
US-Based Integrated Partners Forms New Collaboration
The RIA is partnering up with a business, which operates in Southern California, that provides
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.
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
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
Carson Wealth Adds Team, Expands Nebraska Footprint
The group has expanded via a number of additions in recent months.
Osaic Adds $210 Million Latitude Wealth Advisors
The latest moves and appointments in wealth management in the Americas.
Modern Wealth Management Acquires $1.2 Billion Firm
While recent industry data suggests that there has been a slowdown in the pace of RIA activity
Mercer Advisors Bolsters Northwest Presence
Mercer has been one of the largest acquirers of wealth management firms in the North American
MAI Capital Management Continues Acquisition Drive
LWS is MAI’s 36th acquisition since 2018, and its fourth of 2024.