News, Comment & Analysis results for M and A
F2 Strategy Acquires Oakbrook Solutions
One of the more prominent wealth technology firms in the US has made an important acquisition,
Summary Of North American Wealth Management M&A – April, May 2023
Following a dramatic month of March, with the Silicon Valley Bank and Credit Suisse/UBS deals, the
UBS Completes Credit Suisse Takeover
UBS said it had reached an important milestone by completing this phase of the process. Alongside
US-Based "tru" Adds Wealth Managers, MFO To Embrace
The firm, which was founded nine years ago, has added a clutch of businesses to its community.
Hightower Adds Another RIA To Its Collection
The developments are an example of the M&A and consolidation activity that has become a marked
Mercer Buys Wisconsin Wealth Manager, Continues M&A Drive
Mercer has been one of the most prominent acquirers of wealth management firms in the North
Deals Of The Day: The Latest In Wealth Management M&A – Hightower
The latest deals and transactions in and around North American wealth management.
TMI Holdings To Merge With Argent Financial Group
Subject to approvals from regulators and stockholders, the deal means that Argent will oversee more
LPL Financial Group Partners With Illinois Wealth Manager
Another example of partnerships developing in the North American wealth sector.
CI Financial Sells Minority Stake In US Wealth Business
The Canadian firm has shaken up the US wealth sector in recent years by buying a clutch of firms