News, Comment & Analysis results for M and A
Deals Of The Day: The Latest In Wealth Management M&A – Bluespring, Signature Wealth
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Modern Wealth Signals M&A Ambitions
The US wealth manager has chalked up no fewer than 18 acquisitions since it was launched just over
MAI Capital Management Acquires Another RIA, Surpasses $65 Billion AuM
The transaction is MAI Capital's 17th since the start of 2024 and part of a powerful M&A trend in
Deals Of The Day: The Latest In Wealth Management – Asset Mark, Efficient Advisors
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Lincoln International Acquires Fellow Advisory House
The acquired firm, with offices in the US and Europe, serves wealth managers among its roster of
Cetera Adds Firm; Switch Follows LPL-Commonwealth Deal, Advisor Says
As M&A affects part of the US wealth management ecosystem, it is – at least according to one
RIA Leans Into M&A, Exit Planning And Real Estate With Partnership
With many advisors looking at exiting the industry, making M&A deals and seeking advice on how to
Deals Of The Day: The Latest In Wealth Management M&A – OnePoint BFG Wealth Partners, Spahn Financial
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Georgia-Based Wealth Manager Changes Affiliations
The firm oversees more than $1.3 billion in client money.
Deals Of The Day: The Latest In Wealth Management M&A – Rise Growth Partners, Krilogy
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Comment & Analysis results for M and A
After The Honeymoon: How To Handle Post-M&A Integration Blues
Our US correspondent looks at the flurry of big merger and acquisition deals and how to handle the
Wealth Firms Need "Matchmaking" M&A Model To Ensure Success
We talk to an advisory firm, Alaris Acquisitions. Its CEO and founder says he adopts a particular
Commonwealth Deal “Major Coup” For LPL
This news service looks at how LPL Financial's ambition to be a major wealth management force
How – And Why – MFOs Are Cashing In On The M&A Boom
Our US correspondent casts his experienced eye over the latest flurry of big merger and acquisition
Private Equity’s Iron Grip On RIAs Grows
Fresh data shows that in 2023, and early this year, private equity is an increasingly dominant
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
Schwab, Family Wealth Alliance Say Marriage Was Logical Step
After yesterday's report that Charles Schwab has agreed to buy Chicago-based Family Wealth
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
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&A Decline: New Trough Or Brief Bump?
There has been a notable drop in mergers and acquisitions involving registered investment advisors;