M&A
M&A
-
The RIA boosts its platform, loses top execs and faces wary advisors.
February 22 -
An advisor who is a former ballplayer set ambitious goals for 2021 with an alternate take on the hybrid strategy.
February 22 -
The company has been in conversations with ETF Securities and Global X, say people familiar with the matter.
February 20 -
The firm is tapping a pool estimated by LPL to be as large as 1,200 brokers with $35 billion in client assets.
February 14 -
Mercer Advisors picks up where it left off last year.
February 13 -
The firm's aggregation model yields two RIA deals in two weeks.
February 12 -
As lure, the firm deploys a $52 million technology platform that is the “best that I've seen.”’
February 8 -
The bank's foray into personal financial-management software follows other online lenders.
February 8 -
The Bronfman Rothschild CEO is vying for a seat in Maryland as an independent.
February 6 -
Bronfman Rothschild executives have learned important guidelines on evaluating deals.
February 5
