M and A
April 5, 2022

Deals Of The Day: The Latest In Wealth Management M&A – Mercer Global Advisors, Convergent

The latest corporate transactions, mergers, acquisitions and related developments in North American

Awards
April 5, 2022

SS&C Black Diamond's Wealth Platform Sets The Standard

M and A
April 5, 2022

Franklin Templeton Completes Lexington Partners Deal

The acquisition expands Franklin Templeton's reach into the private markets space, now a crucial

M and A
April 5, 2022

Atlanta-Based Homrich Berg Expands Southeast Footprint

As a result of the acquisition, the Georgia firms will create a business with combined AuM north

People Moves
April 5, 2022

SEI Names New Chief Executive

The new CEO is taking over from the man who founded SEI half a century ago, making the business an