News, Comment & Analysis results for M and A

M and A
June 13, 2024

Summit Trail Advisors Add $3 Billion AuM Group

The new offices in Portland, Oregon, and Denver, Colorado, will join existing locations across the

M and A
June 11, 2024

Citigroup Completes Mainland China Retail Wealth Sale To HSBC

Time will tell whether Citigroup's sale of 14 businesses around the world, from Mexico to Malaysia,

M and A
June 10, 2024

Cresset Buys Michigan-Based MFO, Takes AuM Over $52 Billion

One of the oldest multi-family offices in the US, Connable has served seven generations of its

M and A
June 7, 2024

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

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

M and A
May 31, 2024

Deals Of The Day: The Latest In Wealth Management M&A – Founders Grove Wealth Partners, Dynasty Financial Partners

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

M and A
May 29, 2024

Steward Partners Targets Florida

The addition to the Steward Partners platform adds $320 million in client assets.

M and A
May 23, 2024

Callan Family Office Launches Business Transition, Transaction Offering

The fact that such an offering is being rolled out speaks to the amount of corporate activity, some

M and A
May 23, 2024

How Not To Blow It: After A Deal Closes

When a merger and acquisition deal is concluded, this is just the start of a series of challenges

M and A
May 17, 2024

Deals Of The Day: The Latest In Wealth Management M&A – Robertson Stephens, Avantax

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

M and A
May 16, 2024

Deals Of The Day: The Latest In Wealth Management M&A – Summit Financial Holdings

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

Comment & Analysis results for M and A