June 10, 2016

Macquarie to Sell Majority of New Zealand Wealth Management Unit

On May 26, 2016, Macquarie Group, the Australian financial firm, agreed to sell the majority of its New Zealand retail wealth management business, Macquarie Private Wealth New Zealand, to investment manager Warren Couillault and his employees.

Continue reading...

June 9, 2016

Affiliated Managers Group to Offer Common Shares

On June 6, 2016, Affiliated Managers Group, Inc. announced that it intends to offer 2.5 million shares of its common stock in a public offering.

Continue reading...

June 8, 2016

WisdomTree Completes Buyout of Boost

On May 16, 2016, WisdomTree Investments, Inc. announced that it had completed the buyout of European-based ETF provider Boost.

Continue reading...

June 8, 2016

Eastspring to Sell Funds of Vontobel Asset Management

On May 24, 2016, Eastspring Investment announced a distribution agreement with Vontobel Asset Management in Taiwan.

Continue reading...

June 3, 2016

C-III Capital Partners to Acquire Resource America

On May 23, 2016, Resource America, Inc. announced that it will be acquired by C-III Capital Partners LLC.

Continue reading...

June 3, 2016

Raymond James to Acquire MacDougall MacDougall & MacTier

On May 26, 2016, Raymond James Financial Inc. announced that its Canadian arm Raymond James Ltd. will acquire MacDougall MacDougall & MacTier Inc., a Quebec-based wealth management firm.

Continue reading...

June 1, 2016

Wealth Advisory Group Merges with Sound Wealth Financial

On May 23, 2016, Wealth Advisory Group announced that it had merged with Sound Wealth Financial Group, a Long-Island-based financial services firm.

Continue reading...

Menu