M&A
M&A
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The wealth managers respectively recapitalized as the spigots of capital keep expanding in the industry, even amid signs for concern in the larger economy.
June 14 -
A major recruiting move and a large acquisition reflect a marketplace that experts say hasn’t been negatively affected by volatility, inflation or rising interest rates.
May 25 -
The latest on advisors moves, executive appointments and other M&A activity this week in wealth management.
May 20 -
A giant wealth manager is expanding its reach in a rapidly consolidating channel of the industry that simultaneously needs to hire a lot more financial advisors.
May 19 -
A roundup of advisors on the move, executive appointments and other M&A activity this week in wealth management.
May 12 -
With a new high in firms and financial advisors in the channel, an increasing array of competitors are pitching themselves as the edge.
May 11 -
Wirehouse breakaways, RIA acquisitions, career moves and more this week in wealth management.
May 8 -
The award-winning advisor marketing technology firm is celebrating a new deal on the eve of its inaugural conference in Las Vegas.
May 3 -
See which firms, advisors and executives made moves this week in wealth management.
May 1 -
Whether an anticipated acquisition or a surprise move, industry deals can sometimes make sense, but they can also leave questions.
April 29 -
First Horizon Advisors resolved a supervisory investigation involving a former rep after its parent firm announced it’s being purchased for $13.4 billion.
April 21 -
With the combination, Orion can offer an all-in-one technology solution to advisors.
April 19 -
Raymond James, Ameriprise, Stifel, LPL and Creative Planning added advisors or made acquisitions this week.
April 16 -
After ending 2021 with record results, 2022’s first quarter was full of ups and downs.
April 14 -
Regional ties such as being fans of the Buffalo Bills and Sabres led to the deal, which is being backed by the family office of the teams’ owners.
April 11 -
Mercer, Creative Planning and others made acquisitions. LPL, Ameriprise and Sanctuary, among others, added teams to their ranks.
April 9 -
The firm expects global wealth to rise to 30% of new capital raised in the years ahead, up from 5% last year.
April 8 -
Fieldpoint Private will offer private banking services to Summit Financial’s advisors, but it will give up its plan to fold into the Merchant-backed firm.
April 8 -
Sources say high-profile departures and a changing corporate culture challenge the fintech giant as it decides between two acquisition partners.
April 7 -
CI has gobbled up more than 30 smaller rivals since entering the U.S. market two years ago.
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