August 25, 2014

Cantor Fitzgerald Wealth Purchases Capital Planning Advisory Group

On July 29, 2014, Cantor Fitzgerald Wealth Partners announced that it had agreed to acquire the business of Pennsylvania-based registered investment advisor Capital Planning Advisory Group.

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August 25, 2014

Woodford Gets £640M boost from Skandia

On August 22, 2014, FTAdvisor.com reported that Skandia will close its £640 million Invesco funds, repositioning clients from its Skandia Life insurance range to its WealthSelect Range, and moving them into the newly created OMW Old Mutual Woodford Equity Income Fund.

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August 25, 2014

Swiss Life to Acquire CORPUS SIREO

On August 13, 2014, Swiss Life announced that it had reached an agreement to acquire the leading independent real estate service provider in Germany, CORPUS SIREO, for $280 million.

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August 18, 2014

RCS Capital to Acquire Girard

On August 13, 2014, RCS Capital Corporation (NYSE: RCAP) announced that it had entered into an agreement to acquire San Diego, California-based broker dealer Girard Securities, Inc.

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August 18, 2014

Bellpenny to Acquire Financial Advisor Torquil Clark

On August 5, 2014, Investment Week reported that Bellpenny will purchase Skipton Building Society’s advice arm, Torquil Clark, for an undisclosed sum.

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August 18, 2014

Ladenburg Thalmann to Acquire KMS

On August 11, 2014, wealthmanagement.com reported that Ladenburg Thalmann (NYSE MKT : LTS) had agreed to acquire Seattle-based broker/dealer KMS Financial Services for $24 million in a cash and stock deal.

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August 18, 2014

Leucadia to Invest in Startup Hedge Fund Manager

On August 18, 2014, FINalternatives reported that Leucadia National Corp. had agreed to invest approximately $400 million in seed financing with the newly formed hedge fund management firm of Solomon Kumin, the former COO of SAC Capital Advisors.

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August 18, 2014

Fiduciary Network Acquires Minority Stake in Pathstone Family Office

On August 11, 2014, Financial Advisor reported that Fiduciary Network had acquired a minority equity interest in Pathstone Family Office, a wealth management organization.

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August 11, 2014

Ashcourt Rowan to sell Pension Administration Business to Mattioli Woods

On August 11, 2014, Ashcourt Rowan (LON: ARP) announced the sale of its self-invested personal pension and small self-administered scheme business to a subsidiary of Mattioli Woods for up to $596,338.

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August 11, 2014

Northern Lights and Treasury Group to Combine

On August 5, 2014, Northern Lights Capital Group announced an agreement for a business combination transaction with Australian-based Treasury Group Limited (ASX:TRG).

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