News results for M and A

M and A
August 4, 2022

iCapital Completes SIMON Markets Deal

iCapital continues to expand its business reach, part of a wider trend of growing interest in

M and A
August 3, 2022

Mariner Buys $8.6 Billion AuM Wealth Firm

The acquisition of a business overseeing $8.6 billion in assets is one of the larger transactions

M and A
August 3, 2022

Mercer Advisors Continues Acquisition Drive

The acquisition of Mallard Advisors expands Mercer Advisors’ Northeast presence

M and A
August 1, 2022

Citigroup Continues Pivot From Select Retail Markets

Under leadership of its chief executive, Jane Fraser, the US banking group has shed businesses in

M and A
July 27, 2022

Deals Of The Day: The Latest In Wealth Management M&A – Atria, Forster Financial

The latest corporate deals, transactions and acquisitions in the North American wealth management

M and A
July 25, 2022

Sanctuary Expands NY Metro Area Footprint

Sanctuary, which is now present in 26 states across the US, has expanded with a clutch of additions

M and A
July 19, 2022

Morgan Stanley Investment Management And iCapital Expand Partnership

Morgan Stanley Investment Management is strengthening its longstanding relationship with global

M and A
July 18, 2022

Deals Of The Day: The Latest In Wealth Management M&A – Sanctuary, Mesa Point Wealth

The latest corporate deals, transactions and acquisitions in the North American wealth management

M and A
July 14, 2022

Deals Of The Day: The Latest In Wealth Management M&A – Sanctuary, Kennedy Lewis

The latest corporate deals, transactions and acquisitions in the North American wealth management

M and A
July 11, 2022

Wealth Management M&A Remains Robust

Strategic acquirer and consolidator businesses were still the dominant M&A players, the report by

Comment & Analysis results for M and A

M and A
June 23, 2021

RIA Mergers, Acquisitions At Mid-Year - State Of The Market

There's no reason, wealth industry figures say, why there won't be more busy M&A activity affecting

M and A
May 14, 2021

Critical Transition Lessons For Wealth Managers

DeVoe & Company, a firm that covers the mass of M&A activity that has been happening in the North

M and A
November 3, 2020

Europe's Investment House Makes "Significant" Investment Into Sanctuary Wealth

The Milan-based business is tapping into what it sees as an important wealth management growth

M and A
October 8, 2020

M&A Spree Shows Scale Is Name Of The Game

A prominent figure in the North American wealth space ruminates on a spate of M&A activity,

M and A
September 17, 2020

WEALTH TALK: Focus On Possible Bank Mega-Merger

It may be a speculative story at this stage, but a recent report, quoting unnamed sources, saying

M and A
June 16, 2020

Wealth Sector Foreign Buyers Shrug Off Pandemic

A number of firms in North America have been snapped up by foreign buyers, setting aside problems

M and A
August 9, 2019

The Refinitiv Deal: What It Means For Wealth Management

Figures on both sides of the Atlantic ponder what the takeover of Refinitiv, a major player in the

M and A
October 1, 2018

ANALYSIS: Capital, Demographics Driving Wealth Management M&A

This news service talks to North American wealth managers about why they think there's so much M&A

M and A
July 19, 2018

Dynasty Sees Bigger RIAs Over Horizon

The rising RIA sector requires capital but that's not easy to unlock from banks. An organization

M and A
November 11, 2016

GUEST ARTICLE: Don't Make These Mistakes When Acquiring A Wealth Management Firm

The business of buying - or selling a wealth management firm has its particular challenges. Not all