January 15, 2020

Mattioli Woods Acquires The Turris Partnership

On December 20, 2019, Mattioli Woods plc announced an agreement to acquire The Turris Partnership Limited.

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January 13, 2020

North Square Investments to Acquire C.S. McKee

On January 7, 2020, North Square Investments, LLC announced that it had entered into an agreement to acquire C.S. McKee, L.P.

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January 10, 2020

Wealth Enhancement Group Acquires BPU Investment Management

On December 20, 2019, Wealth Enhancement Group announced an agreement to acquire BPU Investment Management.

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January 9, 2020

Ladenburg Thalmann to Merge with Advisor Group

On November 11, 2019, Ladenburg Thalmann Financial Services Inc. and Advisor Group, Inc. announced that the companies had entered into a definitive merger agreement. Pursuant to the agreement, Advisor Group, Inc. (“Advisor Group”) will acquire Ladenburg Thalmann Financial Services Inc. (“Ladenburg”) through a cash merger. Each outstanding share of Ladenburg…

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January 8, 2020

Pinnacle Partners with Coolabah Capital

Continue reading “Pinnacle Partners with Coolabah Capital”

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January 6, 2020

Vanguard and Ant Financial Enter into Joint Venture

On December 13, 2019, The Vanguard Group, Inc. and Ant Financial Services Group announced that they had entered into a new partnership to provide investment advisory services to Chinese retail investors.

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January 3, 2020

FS Investments Acquires Chiron Investment Management

On December 17, 2019, FS Investments announced an agreement to acquire Chiron Investment Management.

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January 2, 2020

Sun Life Financial to Acquire InfraRed Capital Partners

On December 18, 2019, Sun Life Financial Inc. announced that it had entered into an agreement to acquire a majority stake in InfraRed Capital Partners.

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January 2, 2020

Wellington-Altus Acquires TriVest Wealth

On December 11, 2019, Wellington-Altus Private Wealth announced an agreement to acquire TriVest Wealth Counsel Ltd.

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December 26, 2019

St. James’s Place plc to Acquire Policy Service

On December 11, 2019, St. James’s Place plc announced that it had entered into an agreement to acquire Policy Services Ltd. Pursuant to the agreement, St. James’s Place plc (“St. James’s Place”) will acquire Policy Services Ltd (“PSL”). After the acquisition, PSL will maintain its status as an independent FCA-authorized…

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