M&A
M&A
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The exit wasn’t due to any “one thing,” Tim Hockey said.
July 23 -
Wealth Enhancement Group has also grown organically by more than $1 billion each of the past two years.
July 18 -
Dynasty CEO Shirl Penney sees it as an option down the road.
July 18 -
MyVest’s Anton Honikman shares secrets of a successful partnership.
July 17 -
The brokerage may pay about $2 billion for the additional advisory clients, according to reports.
July 15 -
Summit Brokerage Services will fold 450 advisors into one of the 41 OSJ regions under Cetera Advisor Networks this summer.
July 12 -
Genstar puts consolidator Mercer Advisors up for sale.
July 11 -
The deal underscores an industry trend combining planning with portfolio management.
July 11 -
Advisory firms are generating "phenomenal" internal rates of return for PE buyers.
July 9 -
Clients won't be taxed as the result of a deal if they hold the shares in ETFs or index mutual funds.
July 9