News results for M and A

M and A
August 2, 2023

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

The latest deals and transactions in and around North American wealth management.

M and A
August 2, 2023

Mercer Boosts California Presence

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

M and A
July 26, 2023

LPL Financial Agrees To Buy $6.5 Billion California Wealth Firm

The purchase of the business – founded in the late 1990s – points to continued vigor in the

M and A
July 25, 2023

RIA Signs Custody Deal With Goldman Sachs Advisor Solutions

The agreement comes at a time when the RIA has been growing via a number of corporate deals.

M and A
July 24, 2023

Registered Investment Advisor M&A Cools, Suggests 2023 Will See Contraction – DeVoe

It may be a sweltering summer, but the pace of wealth sector M&A is cooling down. 

M and A
July 13, 2023

Summary Of M&A Deals In North American Wealth Management – June 2023

The flow of deals continued in June, although not quite at the busy level earlier in the year.

M and A
July 13, 2023

US Group Buys Crestbridge; Family Offices Services Arm Remains Independent

Gen II concentrates on serving private capital asset managers and investors. Founded in 2009, it

M and A
July 12, 2023

Hightower Launches Tax Subsidiary

Hightower advisors will gain access to sophisticated business and individual tax and advisory

M and A
July 11, 2023

Volume Of North American Wealth Management M&A Drops In Q2

More data comes out on the scale and pace of North American mergers and acquisitions in the second

M and A
July 7, 2023

Deals Of The Day: The Latest In Wealth Management M&A – Mercer, Mallard Financial Partners

Mercer has been buying a mass of wealth management firms in the North American market. Here's the

Comment & Analysis results for M and A