News, Comment & Analysis results for M and A

M and A
August 9, 2024

US Investment Bank Agrees To Buy Wealth, Insurance Advisory Business

The firm being acquired is in the M&A advisory business itself – working with wealth managers,

M and A
August 8, 2024

US RIA Mergers, Acquisitions Volume Holds Steady, Tailwinds Endure

The forces at work driving consolidation in the RIA industry appear to hold steady, as does the

M and A
August 6, 2024

Deals Of The Day: The Latest In Wealth Management M&A – Vistra, Phoenix American

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

M and A
August 5, 2024

JTC Completes Another US Trust Business Acquisition

JTC, a global professional services business headquartered in Jersey, has completed its latest

M and A
August 2, 2024

Cetera Financial Group Adds To Southern California Footprint

The credit union with which Cetera is partnering serves a membership base with about $3.4 billion

M and A
August 2, 2024

The Next Frontier For RIA Mergers And Acquisitions

There is a growing trend of multi-family offices and registered investment advisors (MFOs, it

M and A
August 1, 2024

Deals Of The Day: The Latest In Wealth Management M&A – Bluespring, Rodgers & Associates

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

M and A
July 31, 2024

Robertson Stephens Adds $530 Million RIA, Expands Colorado Footprint

The wealth management house, with a presence across the US, has made a number of business additions

M and A
July 24, 2024

KKR To Buy Janney Montgomery Scott

The financial terms of the transaction were not disclosed. The deal also speaks to continued vigour

M and A
July 24, 2024

Alternative Investment House Buys Stake In $2.6 Billion RIA; M&A Growth Remains Strong

A deal announced yesterday is another example of the vigorous M&A activity that has been a feature

Comment & Analysis results for M and A