M and A
May 2, 2025

Savant, Lido Bulk Up With Acquisitions

Here are two deals by RIAs of the kind that have been a feature of wealth management M&A in the

M and A
December 24, 2024

Summary Of North American Wealth Management M&A From July To End-2024

A summary of mergers and acquisitions in the North America wealth sector during July, August,

Strategy
December 20, 2024

Most Interesting Industry Questions For 2025 

Our US correspondent, looking back and forward after a busy year in the North American sector,

M and A
December 11, 2024

Lido Advisors Makes Another Acquisition

The Los Angeles-headquartered wealth manager has inked a number of M&A deals this year, with

M and A
November 4, 2024

Deals Of The Day: The Latest In Wealth Management M&A – Lido Advisors

The firm, headquartered on the US West Coast, has been growing via the organic route and by mergers

Strategy
October 23, 2024

Now A $100 Billion MFO, What’s Next For Pathstone?

Our US correspondent gets into the details of the multi-family office's strategy in the wake of an

M and A
October 22, 2024

Lido Advisors Acquires RIA

The combination with Pegasus Partners will see that firm's team members join Lido Advisors.

People Moves
October 15, 2024

Summary Of North American Senior Wealth Management Moves – July 2024

The latest moves in the North American wealth sector across the month of July.

People Moves
July 18, 2024

California-Headquartered Wealth House Names M&A Head

The firm, based in Los Angeles and operating in different parts of the US, has signaled its merger

Company Profiles
April 26, 2024

WEALTH TALK: How California-Based Lido Advisors Matches Clients’ Goals, Investments