News, Comment & Analysis results for M and A

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.

M and A
March 7, 2024

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

M and A
March 6, 2024

Mercer Advisors Bolsters Northwest Presence

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

M and A
March 6, 2024

MAI Capital Management Continues Acquisition Drive

LWS is MAI’s 36th acquisition since 2018, and its fourth of 2024. 

M and A
March 5, 2024

F2 Strategy Acquires SKY Marketing Consultants

The second acquisition in less than a year enables F2 Strategy, one of the more prominent wealth

M and A
March 4, 2024

Robertson Stephens Surpasses $5 Billion AuM With Fresh Deal

The firm has grown via a blend of organic and inorganic growth in different parts of the US.

M and A
March 1, 2024

Wealth Advisors Expect Slower M&A, Future Leaders Face Affordability Challenge – Study

A variety of forces mean that the vigorous M&A activity that has been a feature of the North

M and A
February 27, 2024

Deals Of The Day: The Latest In Wealth Management M&A – LPL, Continuity Private Wealth

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

M and A
February 23, 2024

Investment Houses Drive AlTi's M&A, Growth Goals With War Chest

In a move signaling considerable ambition by multi-family office, AlTi Tiedemann Global, it has

Comment & Analysis results for M and A

M and A
March 22, 2010

M&A Prospects For Wealth Managers Brightening

Merger and acquisition prospects for wealth managers are improving, and will brighten even more as

M and A
February 23, 2010

Worries That Australian Wealth Market Lacks Competition

Competition, or rather the lack of it, is becoming a major factor in Australia’s wealth

M and A
February 9, 2010

Battle Is Joined To Buy AXA Assets In Australia

The game’s afoot in Australia’s wealth management industry in the battle for AXA’s domestic

M and A
December 20, 2009

It Is Feeding Time For Wealth Management M&A

Australia is a country set for an unprecedented boom in wealth over the next 40 years, as the huge

M and A
September 22, 2009

The Contrasting Charms Of ING's Suitors

The bidders for ING's Asian private wealth assets have narrowed and those left in the field have

M and A
July 9, 2007

The Winners & Losers in Recent US Wealth Management M&A Activity

The completion, on 2 July, of both Bank of America’s $3.3 billion acquisition of US Trust

M and A
April 10, 2007 Sarasin/Vontobel - Short-Term Tie-up Unlikely Despite Synergies

M and A
April 28, 2006

Comment: Clariden Leu – Consolidation Gets a Boost, But Who to Buy Next?

Credit Suisse was very good at disguising what it had planned for its four independent private

M and A
April 6, 2006

Wealth Management Acquisitions Increase Rapidly in 2005

Consolidation in global wealth management gained pace in 2005, with acquisitions in the sector

M and A
July 20, 2005

Merrill Lynch’s Abbas and Hays Discuss Growth & Acquisition Strategy

Two of Merrill Lynch Global Private Client’s most senior managers, James Hays, head of US private