News, Comment & Analysis results for M and A

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

M and A
January 30, 2025

Acquisition-Hungry Sequoia Financial Snaps Up Another Firm

Sequoia has made a number of M&A deals in addition to chalking up organic growth. Since 2023, it

M and A
January 29, 2025

Deals Of The Day: The Latest In Wealth Management M&A – Avantax, Sweeney Kovar

The latest mergers and acquisitions in the North American wealth management industry.

M and A
January 24, 2025

Carson Takes Whole Ownership Of Chicago Business

Carson Group has brought in a raft of firms under its umbrella. In the latest move, a firm in the

M and A
January 24, 2025

Deals Of The Day: The Latest In Wealth Management M&A – Emigrant Partners, Novare

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

M and A
January 22, 2025

Corient's M&A Hunger Underscored By Geller MFO Deal

The transaction is one of the largest that Corient – formerly known as CI Private Wealth – has

M and A
January 22, 2025

Deals Of The Day: The Latest In Wealth Management M&A – Cerity Partners, Prio Wealth

The latest mergers and acquisitions in the North American wealth management industry.

M and A
January 20, 2025

Alternative Investments Platform Acquires Onboarding Solutions Firm

Giving its rationale for the deal, iCapital says there's a pressing need to make onboarding less

Comment & Analysis results for M and A