News, Comment & Analysis results for Reverence Capital Partners
Who's Moving Where In Wealth Management? – William Blair, Osaic, Bridenback, Others
A roundup of moves, appointments and personnel changes in the North American wealth management
Osaic Acquires $13.5 Billion Boston-Based Wealth Manager
Osaic said it "remains open" to conversations with advisors seeking capital, sucession planning and
Wealth Platform Provider Partners With Trust Company
The collaboration will bring $114 million in assets to Osaic, the firms said.
Signature Estate & Investment Advisors Makes Largest Acquisition To Date
SEIA said that this was just the beginning of its M&A endeavors. It expects to make significant
Zach Buchwald To Lead Russell Investments As Chief Executive Officer, Chairman
The Seattle-based firm says that the new CEO has a stellar record of innovating client solutions
CAIS Lands Pact With $57 Billion-Plus Aggregator Business
The development of businesses such as CAIS has a common theme of widening and speeding up access to
CAIS Collaborates With US Asset Management House
Technology-driven platforms and channels such as CAIS are becoming more established, widening
Who's Moving Where In Wealth Management? – Duff & Phelps, Venerable
The latest wealth management moves in North America.
US Wealth Management Group Launches "Wellness Program" For Staff
One of the issues highlighted by the pandemic and the big disruption to normal patterns of work and
Wealth Management M&A Remains Robust
Strategic acquirer and consolidator businesses were still the dominant M&A players, the report by