News, Comment & Analysis results for M and A

M and A
December 6, 2023

Mercer Advisors Boosts Florida Presence

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

M and A
December 6, 2023

Deals Of The Day: The Latest In Wealth Management M&A – Evelyn Partners, Harwood Hutton

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

M and A
December 5, 2023

Yieldstreet Agrees To Buy Real Estate Platform

Together, Yieldstreet and Cadre serve more than 500,000 members across eight institutional and

M and A
November 29, 2023

Deals Of The Day: The Latest In Wealth Management M&A – Creative Planning, Daniels + Tansey

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

M and A
November 28, 2023

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

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

M and A
November 27, 2023

JTC To Acquire UK Asset Manager Blackheath

London-listed global professional services business JTC strengthens its alternative asset

M and A
November 21, 2023

Deals Of The Day: The Latest In Wealth Management M&A – Hawksford, Paradigm

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

M and A
November 21, 2023

Citi Continues Retail Banking Sell-Off

The New York-based group has embarked on the sale of 14 retail banking operations around the world,

M and A
November 20, 2023

Edelman Financial Engines Continues Acquisitions, Plans More

EFE, which manages more than $245 billion in assets, says that acquisitions are an important part

M and A
November 20, 2023

Julius Baer To Sell Italian Business

UBS said that all Kairos senior management and co-shareholders will join Anima as part of the