August 28, 2017
On July 27, 2017, WisdomTree Investments, Inc. announced a strategic partnership with Questrade Wealth Management Inc. and Questrade, Inc.
August 21, 2017
On August 2, 2017, Warburg Pincus LLC announced an agreement to acquire a 49% stake in Fortune SG.
August 11, 2017
June 21, 2017
On June 13, 2017, Catalyst Funds announced that it will acquire Exceed Defined Shield Index Fund, which tracks the performance of the NASDAQ Exceed Defined Protection Index.
May 11, 2017
On April 19, 2017, Touchstone Investments announced an agreement to acquire certain assets of Sentinel Asset Management, Inc. related to thirteen Sentinel funds being reorganized into Touchstone funds.
April 10, 2017
On March 30, 2017, Congress Asset Management announced an agreement to acquire the investment management business of Century Capital Management.
March 6, 2017
On March 6, 2017, Aberdeen Asset Management PLC (LON: ADN) and Standard Life plc (LON: SL) announced an agreement on terms of a recommended merger that would create the UK’s largest active asset management firm.
March 2, 2017
January 23, 2017
January 4, 2017
On December 30, 2016, Eaton Vance Corporation announced that it had acquired substantially all of the business assets of Calvert Investment Management, Inc.