News, Comment & Analysis results for M and A

M and A
January 4, 2024

Mercer Advisors Adds To Colorado Presence

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

M and A
January 3, 2024

Franklin Resources Completes Putnam Acquisition

The acquisition takes the total AuM of Franklin Resources to $142 billion, based on figures for the

M and A
December 21, 2023

Deals Of The Day: The Latest In Wealth Management M&A – MSCI, Fabric, Atria

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

M and A
December 21, 2023

US Investment House Acquires Somerset Capital Funds

After it was announced that Somerset Capital Management, an investment firm that focuses on global

M and A
December 19, 2023

Deals Of The Day: The Latest In Wealth Management M&A – Argent, Orleans

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

M and A
December 18, 2023

Deals Of The Day: The Latest In Wealth Management M&A – EisnerAmper

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

M and A
December 13, 2023

Nebraska-Based Wealth Manager Joins Carson Network

Carson Group continues to expand its network of firms under its umbrella.

M and A
December 11, 2023

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

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

M and A
December 7, 2023

Deals Of The Day: The Latest In Wealth Management M&A – Mercer, Brighton

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

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

Comment & Analysis results for M and A