M&A
M&A
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Here's what happened over the last week in wealth management.
April 3 -
This deal continues Hightower’s trend of buying existing RIAs rather than trying to lasso breakaway brokers.
March 31 -
Along with PlannerDAO and a new certification, Adam Blumberg and Steven Larsen are hoping to formalize how the industry learns about cryptocurrencies.
March 30 -
Large financial institutions are investing in technology to tap into the growing workplace wealth market.
March 29 -
Valuations are growing, but not as quickly. Brand is key. Size matters.
March 28 -
Here's what happened over the last week in wealth management.
March 27 -
CEO Bruce Van Saun said the bank wouldn’t search for deals as aggressively as it had last year, but Florida expansion remains a focus
March 25 -
Private equity firms Motive and Clearlake are buying the tech, which has about $6 trillion in assets on the platform.
March 22 -
Two major hybrid RIAs using LPL as their brokerage are joining forces after the acquiring firm received an investment from Merchant.
March 16 -
It's the latest in a buying spree that's part of CEO Jamie Dimon's goal to stay in front of the competition.
March 15