Tag: mergers and acquisitions

The acquisition adds more than $4 billion in assets under management to United Capital, an affiliate of Creative Planning.

Stockholders of the Charlotte, North Carolina-based insurance company will receive $70 per share in an all-cash transaction valued at approximately...

The wealth and retirement platform, which combines 5 NFP Corp. entities, has more than $580 billion in assets under management...

Janus Henderson’s board of directors will appoint a special committee to consider the nonbinding takeover offer, which values the company...

Stifel Financial’s independent broker/dealer and registered investment advisory firm has more than 110 advisers with approximately $9 billion in assets...

Reports by Echelon and MarshBerry anticipate a record-breaking year for total number of merger-and-acquisition deals involving registered investment advisers and...

The combined advisory firm has more than $10 billion in private client and institutional assets.

PriceMetrix’s proprietary database of the North American wealth management sector covers $8 trillion in assets under management.

The Tampa, Florida-based RIA’s first full acquisition adds about $10 billion to its prior $14 billion in assets under advisement.

SEIA acquires Select Money Management; Creative Planning acquires Grassi Investment Management; Modern Wealth acquires PSF/Galloway; and more.

Daniel Nolan, Graypoint’s president and CEO, will be a partner in and vice chairman of Cerity Partners.

The acquired businesses, expected to operate as one group moving forward, include Fiducient Advisors, Newport Private Wealth and Wealthspire Advisors.

The firms’ partnership will oversee nearly $200 billion in assets and provide access to fund managers in the public and...

Private equity was responsible for 86% of transactions involving registered investment advisers, according to a new report from Fidelity.

The Illinois-based retirement plan consulting and wealth management firm was acquired by the California-based registered advisory firm.

Pending regulatory approval, Comvest Credit Partners and its $14.7 billion in assets will be merged with Manulife’s existing credit platform.

The newly formed firm will have more than 1,750 attorneys in more than 20 offices.

Private equity-backed wealth management firms have made the lion’s share of RIA acquisitions, according to separate studies from Echelon Partners...

The acquisition, which brings over $180 billion in assets under management, will also give Nomura a wealth management channel in...