December 13, 2019
Notz Stucki Acquires JAM Research
On December 9, 2019, Notz Stucki announced an agreement to acquire JAM Research.
December 11, 2019
Brooks Macdonald Acquires Cornelian Asset Managers
On November 22, 2019, Brooks Macdonald Group PLC announced an agreement to acquire Cornelian Asset Managers Group Limited.
December 9, 2019
Creative Planning to Acquire Hogan Financial
On December 3, 2019, Creative Planning, Inc. announced that it had entered into an agreement to acquire Hogan Financial Management LLC.
December 6, 2019
CI Financial Acquires Stake in Surevest Wealth Management
On November 26, 2019, CI Financial Corp. announced that it had acquired a majority stake in Surevest Wealth Management.
December 5, 2019
Columbia Property Trust to Acquire Normandy Real Estate Management
On October 16, 2019, Columbia Property Trust, Inc. announced that it had entered into an agreement to acquire Normandy Real Estate Management, LLC.
December 4, 2019
Bluespring Wealth Partners Acquires Vector Wealth Management
On November 14, 2019, Bluespring Wealth Partners announced an agreement to acquire Vector Wealth Management.
December 2, 2019
Charles Schwab to Acquire TD Ameritrade
On November 25, 2019, The Charles Schwab Corporation announced that it had entered into an agreement to acquire TD Ameritrade Holding Corporation in an all-stock transaction. Pursuant to the agreement, The Charles Schwab Corporation (“Charles Schwab”) will acquire TD Ameritrade Holding Corporation (“TD Ameritrade”) in a $26 billion, all-stock transaction.
November 27, 2019
ICEA Lion to Acquire Assets from STANLIB Kenya Limited
On November 7, 2019, STANLIB Kenya Limited announced that it had entered into an agreement to sell certain assets to ICEA Lion Asset Management Limited.
November 22, 2019
Amilton Asset Management Acquires LFPI Asset Management
On November 14, 2019, Amilton Asset Management announced an agreement to acquire LFPI Asset Management.
November 21, 2019
CI Financial to Acquire WisdomTree Canada
On November 7, 2019, CI Financial Corp. announced that it had entered into an agreement to acquire WisdomTree Asset Management Canada, Inc.