February 24, 2017

AFH Acquires Bay Financial Management

On February 21, 2017, AFH Financial Group PLC announced the acquisition of Bay Financial Management Limited.

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February 23, 2017

Lovell Minnick Makes Investment in Trea Asset Management

On February 20, 2017, Lovell Minnick Partners announced the completion of a growth investment in Trea Asset Management.

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February 22, 2017

Dyal Capital Closes Third Fund with $5.3 Billion

On February 14, 2017, Dyal Capital Partners, a division of Neuberger Berman Group, announced that it had closed its third fund, Dyal Capital Partners III (PE), with approximately $5.3 billion of committed capital.

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February 17, 2017

Duckworth Wealth Advisors Acquired by Mercer Advisors

On February 13, 2017, Mercer Advisors Inc. announced the acquisition of Duckworth Wealth Advisors, Inc.

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February 17, 2017

SoftBank to Acquire Fortress Investment Group

On February 15, 2017, SoftBank Group Corp. announced it had agreed to acquire Fortress Investment Group LLC.

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February 15, 2017

Fidelity 2016 Wealth Management M&A Transaction Report

Fidelity Investments issued a report titled “Fidelity 2016 Wealth Management M&A Transaction Report – Insights into Large RIA Acquirer Models and Strategies.”…

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February 15, 2017

Lifestyle Financial Merges Nagle Independent Advisory Practice

On February 8, 2017, First Allied Securities announced that its affiliated independent financial advisory firm, Lifestyle Financial Advisors, completed the merger of the Laura A. Nagle independent advisory practice into their organization.

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February 13, 2017

KKR Prisma and PAAMCO to Form Liquid Alternatives Firm

On February 6, 2017, KKR announced a strategic partnership Pacific Alternative Asset Management Company, LLC to create a new liquid alternatives investment firm.

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February 10, 2017

Fifth Third Bank to Acquire The Retirement Corporation of America

On January 19, 2017, Fifth Third Bank announced an agreement to acquire The Retirement Corporation of America.

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February 9, 2017

Adviser Investments Acquires Braver Wealth Management

On February 1, 2017, Adviser Investments, LLC announced it had acquired Braver Wealth Management, LLC.

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