August 30, 2019

South Texas Money Management to Join CAPTRUST

On August 22, 2019, South Texas Money Management announced that it had entered into an agreement to join CAPTRUST Financial Advisors.

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August 29, 2019

Freeman & Co. Asset Management Industry Update: 1H 2019 in Review

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.

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August 28, 2019

CenterSquare to Acquire RCG Longview

On August 19, 2019, CenterSquare Investment Management LLC announced an agreement to purchase RCG Longview. Continue reading “CenterSquare to Acquire RCG Longview”

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August 26, 2019

HighTower to Make Strategic Investment in Lexington Wealth Management

On August 20, 2019, HighTower Advisors announced an agreement to make a strategic investment in Lexington Wealth Management.

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August 23, 2019

Assured Guaranty to Acquire BlueMountain

On August 7, 2019, Assured Guaranty Ltd. announced an agreement to acquire BlueMountain Capital Management, LLC.

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August 22, 2019

On August 22, 2019, Wealthfront Corporation announced that it is acquiring Grove Advisors LLC.

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August 19, 2019

Sandler O’Neill Monthly Asset Management Report – July 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.

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August 16, 2019

Charles Schwab to Acquire USAA’s Wealth Management Business

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.

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August 15, 2019

Schroders Acquires Majority Stake in BlueOrchard

On July 26, 2019, BlueOrchard Finance Limited announced an agreement for Schroders plc to acquire a majority stake in the firm. Continue reading “Schroders Acquires Majority Stake in BlueOrchard”

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August 12, 2019

Sprott to Acquire Tocqueville Gold Strategy Business

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.

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