News, Comment & Analysis results for M and A

M and A
February 2, 2024

New Venture Signals Acquisition Ambitions, Secures $250 Million Capital

There has been a trend of investment houses putting money into RIAs that want to make acquisitions,

M and A
February 2, 2024

Deals Of The Day: The Latest In Wealth Management M&A – Heffernan, First Coast

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

M and A
February 1, 2024

Deals Of The Day: The Latest In Wealth Management M&A – Ameriprise, Pacific Crest

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

M and A
January 25, 2024

Despite Dip In 2023, DeVoe Sees "Healthy" M&A Market Ahead

Our US correspondent reports on latest data showing the extent of M&A and consolidation in the

M and A
January 23, 2024

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

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

M and A
January 23, 2024

Objectway Buys Into Canadian Wealthtech Space

Objectway, which currently operates from Europe and the UAE, says that this deal represents a

M and A
January 22, 2024

Deals Of The Day: The Latest In Wealth Management M&A – LibertyFi, Aptus, Others

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

M and A
January 18, 2024

Deals Of The Day: The Latest In Wealth Management M&A – Private Advisor Group, Drake, Summit, Others

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

M and A
January 16, 2024

RIA Mergers, Acquisition Dealflow Slips; Drivers Remain Powerful

Although the total number of transactions was down last year, figures point to continued brisk

M and A
January 12, 2024

Deals Of The Day: The Latest In Wealth Management M&A – Laird Norton Wetherby

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

Comment & Analysis results for M and A