News, Comment & Analysis results for M and A

M and A
August 24, 2023

Deals Of The Day: The Latest In Wealth Management M&A – Avantax, Summit Wealth Advocates

The latest deals and transactions in and around the North American wealth management sector.

M and A
August 23, 2023

Deals Of The Day: The Latest In Wealth Management M&A – Hightower, Highland, Trellis Advisors

The latest deals and transactions in and around the North American wealth management sector.

M and A
August 16, 2023

Deals Of The Day: The Latest In Wealth Management M&A – Cetera Financial Group

The latest deals and transactions in and around the North American wealth management sector.

M and A
August 15, 2023

Deals Of The Day: The Latest In Wealth Management M&A – GeoWealth, Halo Investing

The latest deals and transactions in and around the North American wealth management sector.

M and A
August 11, 2023

CI Financial To Acquire Wealth Manager Coriel Capital

The acquisition adds to CI Financial Corp’s ultra-high networth business.  

M and A
August 8, 2023

Integrated Partners Adds Colorado's PRISM To Its Embrace

Via its network of affiliates, Integrated has a total of 116 offices across the US.

M and A
August 8, 2023

Deals Of The Day: The Latest In Wealth Management M&A – Cetera, Powell Financial Partners

The latest deals and transactions in and around the North American wealth management sector.

M and A
August 3, 2023

Acquisition-Hungry Mercer Adds To Texas Footprint

Mercer has been one of the biggest acquirers of wealth management firms in the North American

M and A
August 2, 2023

Deals Of The Day: The Latest In Wealth Management M&A – MAI Capital, Hightower

The latest deals and transactions in and around North American wealth management.

M and A
August 2, 2023

Mercer Boosts California Presence

Mercer has been one of the largest acquirers of wealth management firms in the North American

Comment & Analysis results for M and A