August 30, 2019
August 29, 2019
On August 12, 2019, Freeman & Co. LLC issued its report on transaction volume and activity in the asset management industry during the first half of 2019. To read the report, please click here.
August 28, 2019
August 26, 2019
On August 20, 2019, HighTower Advisors announced an agreement to make a strategic investment in Lexington Wealth Management.
August 23, 2019
August 22, 2019
On August 22, 2019, Wealthfront Corporation announced that it is acquiring Grove Advisors LLC.
August 19, 2019
Sandler O’Neill + Partners, L.P. published its Monthly Asset Management Report for July 2019, which analyzes general industry information and transaction highlights. To read the report: please click here.
August 16, 2019
On July 25, 2019, The Charles Schwab Corporation announced it had entered into an agreement to acquire the assets of the United Services Automobile Association’s Investment Management Company.
August 15, 2019
August 12, 2019
On August 7, 2019, Sprott Inc. announced it had agreed to acquire the gold strategy asset management business of Seward & Kissel client Tocqueville Asset Management L.P.