News results for M and A

M and A
June 18, 2021

JP Morgan Chase Pushes Into UK's "Robo" Market, Agrees Nutmeg Deal

Launched in 2012, Nutmeg was designed to shake up conventional wealth management by automating

M and A
May 21, 2021

Southeastern Wealth Firm Builds Transitions, Recruitment Arm

The rise of this new business category speaks to a busy M&A and succession trend in parts of the

M and A
March 24, 2021

SPAC Reportedly In Exclusive Talks To Buy Lombard International

The firm specializes in insurance-structured policies designed to enable wealth transfer,

M and A
June 1, 2021

Deals Of The Day: The Latest In Wealth Management M&A - TA Associates

The latest news of merger and acquisition activity in the North American wealth management

M and A
May 20, 2021

Deals Of The Day: The Latest In Wealth Management M&A - Vantage, First Rate

The latest mergers and acquisitions in the wealth management and associated space.

M and A
May 10, 2021

Wealth Advisors’ M&A Trend – What’s Driving The Market

A number of forces are driving M&A deals in the US registered investment advisor space and a study

M and A
May 6, 2021

InvestCloud Boosts Financial Planning Firepower With Acquisition

InvestCloud said it is making the deal at a time when turbulent markets make the need for financial

M and A
May 4, 2021

Northwest Wealth Managers Build $5.7 Billion AuM Firm

We have chronicled the Seattle and wider northwestern wealth management market, one that is home to

M and A
May 4, 2021

Deals Of The Day: The Latest In Wealth Management M&A - CI Financial, Beacon Pointe, Others

The latest mergers and acquisitions in the wealth management and associated space.

M and A
April 16, 2021

Deals Of The Day: The Latest In Wealth Management M&A - Orion Advisor Solutions

The latest mergers and acquisitions in the wealth management and associated space.

Comment & Analysis results for M and A

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,

M and A
September 17, 2020

WEALTH TALK: Focus On Possible Bank Mega-Merger

It may be a speculative story at this stage, but a recent report, quoting unnamed sources, saying

M and A
June 16, 2020

Wealth Sector Foreign Buyers Shrug Off Pandemic

A number of firms in North America have been snapped up by foreign buyers, setting aside problems

M and A
August 9, 2019

The Refinitiv Deal: What It Means For Wealth Management

Figures on both sides of the Atlantic ponder what the takeover of Refinitiv, a major player in the

M and A
October 1, 2018

ANALYSIS: Capital, Demographics Driving Wealth Management M&A

This news service talks to North American wealth managers about why they think there's so much M&A

M and A
July 19, 2018

Dynasty Sees Bigger RIAs Over Horizon

The rising RIA sector requires capital but that's not easy to unlock from banks. An organization

M and A
November 11, 2016

GUEST ARTICLE: Don't Make These Mistakes When Acquiring A Wealth Management Firm

The business of buying - or selling a wealth management firm has its particular challenges. Not all

M and A
November 23, 2015

RBC On Its Latest US Wealth Management Growth Endeavor

Royal Bank of Canada finalized its acquisition of City National Bank this month, deepening its