Trends
M&A Gets Off to a Flying Start
Major deals have already been announced, with the likes of SageView Advisory Group and Compass Financial Partners already having been acquired, and sources say there are more to come.
Deals & People
Deals & People
Despite COVID-19, Asset and Wealth Management Deals Surge
Two deals, by Morgan Stanley and Franklin Templeton, stand out, according to PwC.
There Were 13 RIA Transactions in January Totaling $18.9 Billion
After a record year for wealth management M&As in 2019, Fidelity expects the momentum will continue into 2020.