March 17, 2016

Final Results of Fortress Self-Tender Offer Announced

On March 10, 2016, Fortress Investment Group LLC announced the final results of its modified “Dutch auction” self-tender offer.

Continue reading...

March 16, 2016

D.A. Davidson to Merge with SMITH HAYES Companies

On March 7, 2016, D.A. Davidson & Co. announced it has agreed to merge with SMITH HAYES Companies.

Continue reading...

March 16, 2016

Goldman Sachs to Acquire Honest Dollar

On March 14, 2016, Goldman Sachs Group Inc. announced that its Investment Management Division has agreed to acquire Honest Dollar.

Continue reading...

March 16, 2016

PGIM acquires Deutsche Bank’s Indian Asset Management Business

On March 8, 2016, PGIM completed its acquisition of Deutsche Bank’s Indian asset management business.

Continue reading...

March 14, 2016

Northern Trust to acquire Aurora Investment Management

On March 2, 2016, 50 South Capital Advisors, LLC, a subsidiary of Northern Trust Corporation, announced it will acquire Aurora Investment Management L.L.C., which is a wholly owned subsidiary of Natixis Global Asset Management.

Continue reading...

March 11, 2016

Efficient Advisors Merges with Disciplined Wealth Strategies

On February 22, 2016, Efficient Advisors, LLC announced that it had completed its merger with Disciplined Wealth Strategies.

Continue reading...

March 11, 2016

Azimut Holding Agrees to Acquire Wealthwise

On March 3, 2016, Azimut Holding SpA, through its Australian subsidiary AZ Next Generation Advisory Pty. Ltd., announced it had signed a sale-and-purchase agreement to acquire Wealthwise’s financial planning business.

Continue reading...

March 10, 2016

Deutsche Bank, Goldman Sachs to purchase National Bank of Greece funds

On February 2, 2016, National Bank of Greece S.A. entered into a definitive agreement to sell 100% of its interests in 11 funds to Deutsche Bank Private Equity and Goldman Sachs Asset Management for €288 million.

Continue reading...

March 10, 2016

BOK Financial Acquires Weaver & Tidwell

On March 1, 2016, BOK Financial Corporation announced the completion of the acquisition of Weaver & Tidwell Financial Advisors Ltd, a registered investment advisor.

Continue reading...

March 9, 2016

Old Mutual Wealth to Acquire Singapore-based AAM Advisory

On February 2, 2016, Old Mutual Wealth announced it will acquire Singapore-based AAM Advisory.

Continue reading...

Menu