News, Comment & Analysis results for M and A

M and A
December 23, 2024

Deals Of The Day: The Latest In Wealth Management M&A – Orion, Summit

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

M and A
December 20, 2024

Deals Of The Day: The Latest In Wealth Management M&A – Ocorian, EdgePoint

The latest M&A transactions and corporate actions affecting the North American wealth management

M and A
December 19, 2024

Beacon Pointe Advisors Acquires Another Wealth Manager

This marks Beacon Pointe Advisors seventh acquisition.

M and A
December 18, 2024

Savant Wealth Management Targets New York

The firm has been making a number of acquisitions recently, with the latest move marking Savant’s

M and A
December 13, 2024

Deals Of The Day: The Latest In Wealth Management M&A – Hightower, Dechtman

The latest M&A transactions and corporate actions affecting the North American wealth management

M and A
December 12, 2024

Deals Of The Day: The Latest In Wealth Management M&A – ZEDRA, Gryphon

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

M and A
December 11, 2024

Lido Advisors Makes Another Acquisition

The Los Angeles-headquartered wealth manager has inked a number of M&A deals this year, with

M and A
December 10, 2024

Deals Of The Day: The Latest In Wealth Management M&A? – Copia, Kinship, Wellington-Altus, MAI

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

M and A
December 4, 2024

Texas-Headquartered Kestra Continues Adding Firms To Platform

Kestra, headquartered in Austin, Texas, which calls itself a hybrid RIA, has added a number of

M and A
December 4, 2024

Mercer Advisors Continues Run Of Purchases

Mercer Advisors has been among the more energetic acquirers of wealth advisory businesses in the

Comment & Analysis results for M and A