News, Comment & Analysis results for M and A

M and A
February 26, 2025

Dow Jones Adds Geopolitics, Macroeconomics Expertise In New Deal

The transaction is taking place when unsettled global affairs, and the effect of new technology,

M and A
February 20, 2025

Deals Of The Day: The Latest In Wealth Management M&A – Prime Quadrant, Focus Financial – Report

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

M and A
February 13, 2025

CI Financial Secures "Overwhelming" Shareholder Backing To Go Private

In an example of the go-private trend that has shaped part of wealth management in North America,

M and A
February 7, 2025

Carnegie Gains $1.3 Billion AuM With Eagle Ridge Acquisition

The two advisory firms partner to expand services and deliver targeted investment solutions.

M and A
February 5, 2025

Deals Of The Day: The Latest In Wealth Management M&A – EP Wealth Advisors

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

M and A
February 5, 2025

Mercer Advisors Targets Tennessee

Denver-headquartered Mercer Advisors, a national Registered Investment Advisor, has been one of the

M and A
February 5, 2025

What's New In Investments, Funds? – Ares Management

The latest news in investment offerings, financial products and other services relative to wealth

M and A
February 3, 2025

How – And Why – MFOs Are Cashing In On The M&A Boom

Our US correspondent casts his experienced eye over the latest flurry of big merger and acquisition

M and A
January 31, 2025

Deals Of The Day: The Latest In Wealth Management M&A – AlphaCore, enTrust Wealth Advisors

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

M and A
January 31, 2025

Pitcairn's Advised Assets Surpass $9 Billion After Acquisition

For this MFO, the deal adds to capabilities in areas such as alternative investment, an

Comment & Analysis results for M and A