M&A
M&A
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The percentage of M&A deals involving brokers leaving for advisory firms has plunged.
August 11 -
The digital M&A trend has much in common with the wildly popular game app.
August 10 -
Assets under advisement were said to be $13 billion. The AUM was much less.
August 10 -
"Call it an arms race of offerings," says Jonathan Beatty of Schwab Advisor Services.
July 15 -
A new partnership between ex-wirehouse advisors and a retirement plan consultant will use "gratitude boards" to focus discussions on important issues in clients' lives.
July 11 -
Backed by the considerable resources of Manulife Financial, Hancock wants to be a player in an altered IBD marketplace.
July 6 -
LongTail Alpha plans at least two strategies that may be available for clients in separate accounts or funds.
July 1 -
The acquisition enables Zurich-based GAM to introduce a computer-driven trading system focused on long-only and alternative strategies, the fund manager says.
June 29 -
The firm bought the unit, which has over 600 advisers, as part of a $150 million acquisition deal to boost its overall broker ranks.
June 27 -
As the go-to financial expert, you will probably be asked for advice. Here’s what to tell a prospective seller.
June 20