News, Comment & Analysis results for Kirkland
Wealth Transfer And Tough Family Conversations – The View From Advisors
This publication takes views from four different firms about how to frame conversations with
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.
Deals Of The Day: The Latest In Wealth Management M&A – Janus Henderson, Victory Park, CNO
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Hightower Takes Stake In Lindbrook Capital
Chicago-headquartered Hightower, a registered investment advisor (RIA), has made its first
Hightower Buys Majority Stake In Consultant, OCIO Firm
The combination of Hightower, its affiliates, and NEPC represents $258 billion in AuM. The move
Janus Henderson Steps Up Private Credit Capabilities With Acquisition
The international asset manager has agreed to buy a private credit investment house – a sector
KKR To Buy Janney Montgomery Scott
The financial terms of the transaction were not disclosed. The deal also speaks to continued vigour
Summary Of North American Wealth Management Moves – April 2024
A summary of moves, appointments and personnel changes in the North American wealth management
Who's Moving Where In Wealth Management? – Aureus, Proskauer
The latest moves and appointments in wealth management in the Americas.
What's New In Investments, Funds? – Percheron Capital
The latest news in investment offerings, financial products and other services relative to wealth