News, Comment & Analysis results for M and A

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 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 17, 2023

Nepsis Expands Wealth Management Offering

The acquisition of a certified public accountancy firm will bolster the Nepsis Family Office

M and A
November 16, 2023

Deals Of The Day: The Latest In Wealth Management M&A – ZEDRA, LJ Fiduciary, Alvarium Private Office

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

M and A
November 8, 2023

Hightower Takes A Strategic Stake In Another Wealth House

M&A activity in the US registered investment advisor industry has bounced back in the third quarter

M and A
November 3, 2023

Boston-Based Choate Absorbs Local Wealth Team

The firm has been adding team members and assets under management. As a result of the latest

M and A
November 2, 2023

Mercer Boosts Colorado Presence

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

M and A
October 20, 2023

Deals Of The Day: The Latest In Wealth Management M&A – Charlesbank Capital, Petra Funds, Modern Wealth

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

Comment & Analysis results for M and A