M&A Archives | Page 13 of 13

In Practice

August 6th, 2019

Competitors PCS and Aspire Combine in Latest Recordkeeper Acquisition

PCS and Aspire, both founded nearly two decades ago with the common goal of providing specialized services to investment fiduciaries, will join together to achieve the benefits of...

In Practice

July 25th, 2019

The RIA M&A Party Rolls On

An interest in consolidating wealth management and institutional businesses drove many advisory industry M&A deals in the second quarter.

Data & Research

May 14th, 2019

Wealth Industry M&A Accelerating Steadily

On the 12 transactions tracked by Fidelity in April 2019, 11 involved registered investment advisers and one involved an independent broker/dealer.

Products

May 10th, 2019

Emphasis on Value-Add Services in Morgan Stanley’s Solium Acquisition

Morgan Stanley executives say the recent acquisition and rebranding of Solium Capital reflects the firm’s goals of connecting with wealth management clients earlier in their careers and in...

Deals & People

April 30th, 2018

Hellman & Friedman Buying Financial Engines

The deal is for $45.00 per share in cash, for a total value of $3.02 billion.

Tag: M&A