February 20, 2020

Franklin Templeton to Acquire Legg Mason

On February 18, 2020, Franklin Resources, Inc. announced that it had entered into an agreement to acquire Legg Mason, Inc. Pursuant to the agreement, Franklin Resources, Inc. (“Franklin Templeton”) will acquire Legg Mason, Inc. (“Legg Mason”) in an all-cash transaction. Franklin Templeton will pay $50 per share of common stock,…

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February 19, 2020

Jupiter Fund Management to Acquire Merian Global Investors

On February 17, 2020, Jupiter Fund Management plc announced an agreement to acquire Merian Global Investors Limited.

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February 13, 2020

PricewaterhouseCoopers LLP US Asset and Wealth Management Deals Insights – Q4 2019

PricewaterhouseCoopers LLP published its US Asset and Wealth Management Deals Insights for the fourth quarter of 2019, which analyzes general industry information, highlights and themes. To read the report: Please Click Here.

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February 10, 2020

Fiduciary Trust to Acquire Athena Capital Advisors

On January 7, 2020, Fiduciary Trust Company International announced that it had entered into an agreement to acquire Athena Capital Advisers, LLC.

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February 6, 2020

Savant Capital and Huber Financial to Merge

On January 8, 2020, Savant Capital Management and Huber Financial Advisors announced that they have entered into a merger agreement.

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February 5, 2020

Fiduciary Trust to Acquire Pennsylvania Trust

On January 22, 2020, Fiduciary Trust Company International announced an agreement to acquire The Pennsylvania Trust Company.

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February 3, 2020

Wealth Enhancement Group to Acquire BPU Investment Management

On December 19, 2019, Wealth Enhancement Group announced that it had entered into an agreement to acquire BPU Investment Management, Inc.

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