News, Comment & Analysis results for DeVoe

M and A
September 2, 2021

CI Financial's M&A Drive Rolls On With $2.6 Billion AuM Deal

Canada’s CI Financial, US-based Mercer Advisors and CAPTRUST, among others, have been snapping up

Strategy
August 30, 2021

Retention Red Flags - How RIAs Can Respond

Retaining high-caliber wealth managers is proving difficult, and the forces unleashed by the

M and A
August 26, 2021

UK Investment House Hg Capital Buys Riskalyze

The UK investment house has bought a majority stake in the wealth management platform business in

M and A
August 24, 2021

Hightower Takes "Strategic Investment" In Colorado Wealth House

The deals highlight a continued busy trend of mergers and acquisitions in the North American wealth

M and A
July 28, 2021

Hightower Buys $2.0 Billion AuM Wealth Management House

The deals highlight a continued busy trend of mergers and acquisitions in the North American wealth

M and A
July 23, 2021

NYPB&T Takes Another Wealth Stake, Continues M&A Trend

The deal is the second such transaction that New York Private Bank & Trust has announced in a

M and A
July 15, 2021

Bain Capital Buys Stake In Carson Group

As part of the deal, Bain Capital purchased the equity interests from Long Ridge Equity Partners,

M and A
July 14, 2021

Wealth Sector M&A Remains On Upward Track Despite Pause For Breath - Study

There has been a dip in M&A turnover from recent strong figures but the overall direction of travel

M and A
June 30, 2021

US Wealth Manager Makes Acquisitions, Continues M&A Trend

The acquirer, based in Rockford, Illinois, oversees more than $10.5 billion in assets under

M and A
June 23, 2021

RIA Mergers, Acquisitions At Mid-Year - State Of The Market

There's no reason, wealth industry figures say, why there won't be more busy M&A activity affecting

Comment & Analysis results for DeVoe