News, Comment & Analysis results for M and A

M and A
November 15, 2024

Steward Partners Continues Florida Expansion

The new team will manage about $377 million in client assets.

M and A
November 13, 2024

Deals Of The Day: The Latest In Wealth Management M&A – Stonepeak, Boundary Street Capital, Others

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

M and A
November 12, 2024

Mercer Advisors Targets Greater Denver, Colorado

Denver-headquartered Mercer Advisors, a national registered investment advisor (RIA), has been one

M and A
November 5, 2024

Aspen Standard Wealth Adds Bay Area RIA

The acquirer says it offers a "sorely needed" alternative to traditional investment firms in that

M and A
November 4, 2024

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

The firm, headquartered on the US West Coast, has been growing via the organic route and by mergers

M and A
October 30, 2024

Deals Of The Day: The Latest In Wealth Management M&A – Hightower, Financial Planning and Information Services

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

M and A
October 25, 2024

RIA Merger And Acquisitions Momentum Endures; Deal Sizes Rise – DeVoe

At a time when certain wealth management deals are counted in tens of billions of dollars in AuM,

M and A
October 25, 2024

Deals Of The Day: The Latest In Wealth Management M&A – Lovell Minnick, Americana

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

M and A
October 25, 2024

Modern Wealth Management Buys $1.4 Billion Firm

The registered investment advisor said it plans more acquisitions through year-end.

M and A
October 22, 2024

Lido Advisors Acquires RIA

The combination with Pegasus Partners will see that firm's team members join Lido Advisors.

Comment & Analysis results for M and A