January 19, 2022
Laird Norton Merges with Wetherby
On January 10, 2022, Laird Norton Wealth Management announced that it has merged with Wetherby Asset Management.
January 17, 2022
Kudu Makes Minority Investment in Radcliffe
On January 10, 2022, Seward & Kissel client Kudu Investment Management, LLC announced it had acquired a minority stake in Radcliffe Capital Management, L.P.
January 17, 2022
SS&C Acquires O’Shares ETFs
On January 4, 2022, SS&C ALPS Advisors announced that it will acquire O’Shares ETFs.
January 14, 2022
Beacon Pointe Partners with Pacific Edge
On December 15, 2021, Beacon Pointe Advisors, LLC announced its partnership with Pacific Edge Advisors.
January 14, 2022
Mariner Acquires Cascadia
On December 15, 2021, Mariner Wealth Advisors, LLC announced its acquisition of Cascadia Advisory Services, LLC.
January 13, 2022
Perigon Acquires Baker & Associates
On December 16, 2021, Perigon Wealth Management, LLC announced it had acquired Baker & Associates.
January 12, 2022
LGT to Acquire Crestone Wealth
On December 15, 2021, Liechtenstein Global Trust announced it will acquire Crestone Wealth Management.
January 10, 2022
Hightower Acquires TC Wealth
On January 4, 2022, Hightower Advisors, L.L.C. announced that it had acquired TC Wealth Partners.
January 10, 2022
Piper Sandler Companies Monthly Asset Management Report – November 2021
Piper Sandler Companies published its Monthly Asset Management Report for November 2021. The report analyzes general industry information and transaction highlights. To read the report: please click here.
January 10, 2022
Callodine to Acquire Majority Interest in Thorofare
On December 14, 2021, Callodine Group announced that it will acquire a majority interest in Thorofare Capital.