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

M and A
February 20, 2024

Private Equity’s Iron Grip On RIAs Grows

Fresh data shows that in 2023, and early this year, private equity is an increasingly dominant

M and A
April 24, 2023

RIA Mergers And Acquisitions Dip In Q1, Halcyon Era Of Overbidding Cooling Off

The business of wealth management M&A in North America has changed from the frenetic pace of recent

M and A
January 25, 2023

Schwab, Family Wealth Alliance Say Marriage Was Logical Step

After yesterday's report that Charles Schwab has agreed to buy Chicago-based Family Wealth

M and A
December 22, 2022

What’s Wrong With Envestnet, Goldman Sachs And CI Financial?

Family Wealth Report's US correspondent Charles Paikert takes a hard look at three firms that have

M and A
December 15, 2022

Why Mercer Advisors Is The Leading RIA Acquirer

Mercer Advisors has been by far the most energetic acquirer of wealth management firms over recent

M and A
November 22, 2022

M&A Decline: New Trough Or Brief Bump?

There has been a notable drop in mergers and acquisitions involving registered investment advisors;

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,