April 19, 2019

Cresset Acquires Evanston Advisors

On March 19, 2019, Cresset Asset Management, LLC announced its acquisition of Evanston Advisors Inc.

Continue reading...

April 15, 2019

Foresters Announces Sale of U.S. Asset Management Business

On April 9, 2019, Foresters Financial Services, Inc. announced that it had entered into agreements to sell the assets of its U.S. asset management business to Macquarie Investment Management and to sell select assets of its U.S. brokerage and advisory business to Cetera Financial Group, Inc.

Continue reading...

April 15, 2019

Canaccord Genuity to Acquire Thomas Miller Wealth Management

On March 21, 2019, Canaccord Genuity Group Inc. announced that it had entered into agreements to acquire Thomas Wealth Management Limited.

Continue reading...

April 12, 2019

Epiris to Acquire IFG

On March 25, 2019, Epiris GP announced an agreement to acquire IFG Group plc.

Continue reading...

April 3, 2019

Fiera Capital to Acquire Integrated Asset Management

On March 22, 2019, Fiera Capital announced an agreement to acquire Integrated Asset Management.

Continue reading...

April 1, 2019

Berkshire Global Advisors 2019 Financial Services Industry Review

Berkshire Global Advisors issued the 2019 edition of its annual review on investment management industry trends and transactions.

Continue reading...

March 29, 2019

Ora Citron Merges with The Diamond Group

On March 12, 2019, Ora Citron Private Wealth Management announced an agreement with The Diamond Group Wealth Advisors to join forces.

Continue reading...

March 28, 2019

Medalist Partners Acquires Majority Stake in JMP Credit Advisors

On March 20, 2019, Medalist Partners, LP announced that it had acquired a majority stake in JMP Credit Advisors LLC.

Continue reading...

March 21, 2019

1825 to Acquire BDO Northern Ireland’s Wealth Management Division

On March 1, 2019, 1825 announced an agreement with BDO Northern Ireland to acquire its wealth management business.

Continue reading...

March 18, 2019

Brookfield to Acquire Majority Stake in Oaktree

On March 13, 2019, Brookfield Asset Management Inc. announced that it had entered into an agreement to acquire approximately 62% of Oaktree Capital Group, LLC.

Continue reading...

Menu