M&A
M&A
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Oct. 9: High distribution cost is just one obstacle managers face when delivering on innovation, says Flat Rock CEO Robert Grunewald.
October 6 -
The deal is part of the firm’s strategy to offer clients a focused set of specialist investment solutions.
October 3 -
A segmented market is ready to embrace scale, says Raymond James president Bill Van Law.
October 2 -
The BD says it has recruited 83 new reps this year as part of Advisor Group’s overall haul of 295.
September 29 -
The $195 million cash purchase is Envestnet’s sixth largest deal since 2010.
September 26 -
The key is thinking like a business owner and acting like a CEO, according to a new report.
September 25 -
The case marks the second one this month involving the newly acquired IBD.
September 25 -
The U.S. Private Equity Access Fund Platform includes 33 offerings and more than 7,000 domestic and international investors.
September 22 -
The impact of a possible stock market decline, benefits of firm size and the breakaway phenomenon were debated at the Deals & Deal Makers conference.
September 20 -
The retirement powerhouse has made six deals so far this year, most recently acquiring Davidson & Garrard with $685 million in AUM.
September 20 -
Armed with private equity capital, Carson Group rebrands and will become an aggressive M&A player, outsource provider and breakaway recruiter.
September 20 -
An internal memo shows tight deadlines for half the brokers the IBD hopes to retain after the deal.
September 19 -
Buyers have big M&A advantage; many sellers stuck in 'the valley of doom,' advisors are told at Deals & Deal Makers Summit.
September 19 -
The market is estimated to be worth over $8 trillion in the U.S. alone.
September 18 -
Bill Morrissey, who is leading the effort, described the firm's rapid, multipronged approach.
September 18 -
These turbulent times of regulatory upheaval have raised the existential question of how to adapt and protect profitability.
September 15 -
The aggregator has been buying aggressively since an infusion of private equity cash in April.
September 12 -
The move previews what will be a tough recruiting fight for the IBD giant following its massive buy.
September 12 -
The analytics provider claims to serve more than 2,000 clients, including 92% of the top asset managers.
September 11 -
The average deal size for an RIA transaction is over $1 billion in AUM, according to Schwab.
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