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.

Continue reading...

December 9, 2019

Berkshire Global Advisors Q3 Wealth Industry Report

Berkshire Global Advisors issued its 2019 Q3 newsletter, “In the aftermath of structural and regulatory changes, Australia’s lucrative asset management industry beckons,” on wealth management industry trends and transactions. To read the report, please click here.

Continue reading...

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.

Continue reading...

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.

Continue reading...

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.

Continue reading...

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.

Continue reading...

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.

Continue reading...

November 25, 2019

Sandler O’Neill Monthly Asset Management Report – October 2019

Sandler O’Neill + Partners, L.P. published its Monthly Asset Management Report for October 2019, which analyzes general industry information and transaction highlights. To read the report: please click here.

Continue reading...

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.

Continue reading...

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.

Continue reading...

Menu